What are the changes in the New UI? - Watch Here
(Note: To view the video, ensure that you are logged into your ProcureDesk account first)
Prerequisites
Before you begin, make sure:
You have the admin role.
Step-by-Step Instructions
Step 1: Navigate Company Settings
Log in and navigate to the admin console.
Navigate to configurations and click on company settings.
Step 2: Enable New UI for the Company
Under the general section, search for "New UI". Click the checkbox beside the new UI to enable it for your company and save it.
Since the new UI, needs to be enabled at a user level please follow the steps given below:
Step 3: Manage Users
Go to the Users menu.
Step 4: Edit User Details
Edit (pen icon) the user to whom you want to give access to the New UI.
Click the checkbox beside "Enable new UI" and save it.
Step 5: Enable New UI for Oneself
The user should click on their name on the top right corner and use the New UI toggle to enable it.
FAQs
Is it mandatory to switch to the new UI, and is there any deadline for the switch?
No, it is not currently mandatory to switch to the new UI. There is no specified deadline for making the switch.