How do I assign employees to departments?

Have different departments with specific users? You can choose what departments your employees in ProcurementExpress.com can see.

From The Department Settings (Multiple)

  1. Go to the settings cog
  2. Navigate to "Company Settings"
  3. Go to the "Departments" Settings Tab
  4. Select the department you would like to apply the changes to
  5. Click on "Edit"
  6. In the edit page, select all the users you would like to assign to the departments
  7. Remember to save!

From the Employees Tab (Single User)

Note: To be able to do this you will need to have the "Company Admin" User role,

  1. Navigate to the "Employees" Tab in the topmenu bar
  2. Select the employee you would like to assign to the department
  3. Click on "Edit Account"
  4. Go to the "Departments" tab
  5. Select "Specific" from the dropdown list:
  6. Select the departments you would like to assign the employee to by adding a checkmark in the checkbox
  7. Click on "Save"

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.