In ProcureDesk, the "Import PO From Integration" privilege allows users to import Purchase Orders (POs) from integrated systems such as QuickBooks Enterprise. Follow the steps below to enable this privilege.
Prerequisites:
Ensure you have Admin access in ProcureDesk.
Step-by-Step Instructions:
Switch to Admin Profile:
First, make sure you are logged into ProcureDesk with your Admin profile.
Navigate to Configurations:
From the Admin dashboard, go to the Configurations section.
Go to Manage Privileges:
Under Configurations, select Manage Privileges.
Enable the Privilege Under Orders:
Scroll down to the Orders section, and find the option titled "Import PO From Integration."
Enable the Privilege:
Check the box next to "Import PO From Integration" to enable this setting.
Click Save:
Once enabled, click Save to confirm your changes.
FAQs
Can this privilege be disabled later?
Yes, simply uncheck the option for "Import PO From Integration" under Manage Privileges and save the changes to disable it.