Prerequisites
Ensure that you have the following permission and that the data exists on the system before creating a new user:
Admin role
Roles
Authorization limits
Locations
Accounting (GL codes)
Departments
Step-by-Step Instructions:
Log in as Admin
If you are on the Standard side, click on your name on the top right.
Switch to the "Admin" section of ProcureDesk.
Click on the User icon from the left-hand side menu.
Adding a user manually on ProcureDesk.
Add New User
Select Actions and click on Add User.
User Creation Page
Fill in the necessary fields:
Name: Name of the user
Email: Email, which will also be the username
Password: Default password for the user
Currency: Default currency for the user
Send Welcome Email: Check to send an onboarding email with login credentials (optional)
Role: Role assigned to the user
Attachment: Profile picture of the user (optional)
Job Title: User's designation for display purposes during approval workflow
Purchase Authorization Limit: Authorization limit for requisitions, purchase orders, invoices, and expenses
Reporting Manager: Reporting manager as per the HR hierarchy (optional)
Default Location: Default ship-to location for requisitions and purchase orders
Default Accounting: Default accounting for each transaction (can be changed by the user)
Note - Do not check the PD Admin box. This box is used to add the ProcureDesk User to provide support and assistance.
Click on the "Create User" button.
Adding users in bulk via the CSV template.
Download the CSV Template
Select Actions > Import > Click on Sample CSV to download the user template.
Fill in the following columns:
Name: Name of the user.
Email: Email, which will also be the username.
Currency: Default currency for the user.
Job Title: Designation of the user.
Job Level: Authorization limit for requisitions, purchase orders, invoices, and expenses.
Reporting Manager Name: Reporting manager as per the HR hierarchy (optional).
Default Location: Default ship-to location for requisitions and purchase orders.
Default Accounting: Default accounting for each transaction (can be changed by the user).
Default Department: Department of the user.
Default Business Unit: In case of multiple company setups on ProcurDesk, mention the name of the company the user should have access to or the most used one.
Role: Role assigned to the user.
FAQs and Troubleshooting
What should I do if the user's default information needs to be changed after creation?
Edit the user's profile from the same "Users" page and update the necessary fields.