What is the All People Tab?
The All People Tab is a section in the user management area of the procure-to-pay platform where you can view all users within your organisation. This tab provides a centralised list of all employees, including their roles, permissions, and statuses, making it easier to manage user accounts and access rights.
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How to Manage Users?
To manage users in the procure-to-pay platform, follow these steps: Navigate to Users: Log in to your account and go to the Users section. Access the All People Tab: Click on the All People tab to view the list of all users in your organisation. ...
How can submitters and approvers view the workflow associated with a request?
Submitters and approvers can view the workflow details in the Workflow Tab of the request. The tab includes: Information about the current approver. Details of the previous approver(s) and their comments. The list of next approver(s) in the sequence. ...
How to Assign Approvers in Workflow Configuration?
Approvers can be assigned to approval blocks based on several criteria: Individual user: Assign specific users to the approval block. User group: Assign groups of users (e.g., departments) to the block. User attribute: Assign approvers based on user ...
How to Enable/Disable a Role?
To enable or disable a role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab. Toggle the Status: Uwse the toggle switch to enable or disable the role. Example: If you decide to ...
How to create a Custom Role?
To create a custom role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab or section. Create New Role: Click on the "Create Role" button. Fill in Role Details: Name: Enter a ...