How do I add employees to my company account?

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

  1. From the purchase order listing page go to the "employees" page.
  2. Click on the "+ add employee" button
  3. From here proceed by filling in the Employee's Details.
    1. Email
    2. First and Last names
    3. Approval limit
    4. Enter a password for the employee and confirm it by typing again. 
    5. Select the roles you would like to assign to the user by clicking on the corresponding checkboxes.
    6. 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.
  4. Click on "Add To Company" to add the user. 

Inviting users to the company

  1. From the purchase order listing page go to the "employees" page.
  2. Click on the "+ Invite New User" button
  3. From here proceed by filling in the Employee's Details: Email, Full name, Approval limit, roles and Departments (See Urgent note above)
  4. 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.

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