You can only add an employee to one company at a time. If you use the multiple company/company switching add-on you will have to manually add the employees to each company.
Adding the user manually
- From the purchase order listing page go to the "employees" page.
- Click on the "+ add employee" button
- From here proceed by filling in the Employee's Details.
- First and Last names
- Approval limit
- Enter a password for the employee and confirm it by typing again.
- Select the roles you would like to assign to the user by clicking on the corresponding checkboxes.
- If you use departments in your company, in the dropdown next to "Departments" select specific and select the departments you will like to assign the user to.
Urgent Note: In the departments dropdown list the "All" option actually means
"No departaments". If you want to assign a user to all departments you will
have to select all the departments from the list. - Click on "Add To Company" to add the user.
Inviting users to the company
- From the purchase order listing page go to the "employees" page.
- Click on the "+ Invite New User" button
- From here proceed by filling in the Employee's Details: Email, Full name, Approval limit, roles and Departments (See Urgent note above)
- From here the user will receive an email with a link that will take them to a page where they can enter their own account password.
Note: From here the Email address cannot be modified.
Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.