To get here, select Companies > Roles & Purchasing Limits from the left drawer. 


This page allows you to build a PO approval tree and design Roles for your users.

 

When your tree is constructed, it might look something like this:
The role of Foreman has a Purchasing Limit of $4,000 - one penny more, and Foremen must seek approval from their Project Coordinators who have a purchasing limit of $15,000 - and so on, up to the President who has unlimited purchasing power.

 

 

Common tasks on this page:

  • Add / Edit Roles for your users
     
  • Assign direct reports for roles
     
  • Create purchasing limits for roles
    If needed, a user's purchasing limit can be customized from their user page.

 

  

Next

Admin User Orientation Conclusion