How to Manage Users?

How to Manage Users?

To manage users in the procure-to-pay platform, follow these steps:

  1. Navigate to Users: Log in to your account and go to the Users section.

  2. Access the All People Tab: Click on the All People tab to view the list of all users in your organisation.

  3. Select the Manage Users CTA: Click on the Manage Users button to access the user management options.

  4. Select a User: From the list, choose the user you want to manage by clicking on their name.

  5. Map Users to Groups, Roles, or Permissions:

    • Here, you can assign the selected user to a User Group, assign Roles, or grant Custom Permissions based on their responsibilities.

    • Make the necessary selections from the available options.

  6. Save Changes: After mapping the user to the desired group, role, or permission, click Confirm to apply the changes.

Example: If you want to assign a user named “John Doe” to the “Finance Approvers” user group and give him the role of “Invoice Manager,” navigate to Users > All People, select Manage Users, choose John from the list, assign him to the group and role, and then click Confirm.

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