Prerequisites
Before you begin, ensure the following:
You have admin access to your ProcureDesk account.
You know where to find the configuration settings within ProcureDesk.
Step-by-Step Instructions
Step 1: Access Admin and Configurations
Switch to Admin: Log into your ProcureDesk account and switch to the 'Admin' role.
Go to Configurations: Navigate to the 'Configurations' section in the admin interface.
Step 2: Manage Privileges
Go to Manage Privileges: In 'Company Settings', find and click on 'Manage Privileges'.
Select the Privilege and Edit: For example, select "Requester" privilege and edit.
Order Section: In the 'Order' section, check the 'Return Order' option to share the access.
Click Save: Save your changes by clicking the 'Save' button.
Step 3: Verify the Return Order Option
Check PO Actions: After saving the changes, go to any PO and verify that the 'Return Order' option is now available under the 'Actions' menu.
FAQs and Troubleshooting
1. How can I customize other privileges for orders?
Navigate to the same 'Manage Privileges' section in 'Configurations' and explore other privilege options available. Make sure to save any changes you make.
Troubleshooting Common Issues
Issue 1: Return Order Option Not Visible
Double-check that the 'Return Order' privilege is properly selected and saved. Verify that the privilege is assigned to the correct role.