Overview

Need to Make Changes to a User?

If you need to update a user's information - such as their name, email, role, or permissions - you can do so by editing a user.


Administrators only: This is an Admin-only feature.

Web-Only: This feature is not available on the mobile app.


How to edit a user 


Select Users from the left navigation bar:


Find and click on the user from the table. 

  • The user form will appear.


Make the necessary changes to the user. 


Here the administrator can make changes to:

  • First Name, Last Name
  • Email
  • Mobile number
  • Office number, Extension
  • Permissions
  • Role
  • Projects


Permission level:


Admins can set a user as one of four options:


Once a permission level is selected, you can click the gear icon to customize user access to various workflows:



Purchasing and Approval Roles:


Administrators can choose or add a role here:


Checking Requisition Buyer allows the user to be selected as a buyer on requisitions:


Approver Settings (Expenses, Invoices) if enabled:


Checking these boxes will automatically make the user available as an approver for these order types on all newly created projects.

  • This does not apply to previously created or previously joined projects.
  • Admins can also adjust this per project.

Admins can also add or remove the user from projects; individually, or all at once:


Optional Toggles


Add user to new projects automatically:


Enabling this option will:

  • Add the user to all newly created projects (not existing ones).

  • Allow admins to configure additional project settings for the user.


Project Spend Notifications


If enabled, the user will be CC’d on all:

  • Purchase Orders

  • Change Orders

  • In-Store POs

For the projects they are added to.


    Note: Users can also toggle this on/off per project for themselves.

Click Save to complete this settings page.

See Also

Need help?

Reach out to our Customer Support team: