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 On The Left Menu

  1. Go to the departments on the left menu
  2. Navigate to the department you want to assign an
  3. Go to the "Departments" Settings Tab
    Screenshot 2024-06-07 at 15.22.16
  4. Select the department you would like to apply the changes to
  5. Scroll Down to Employees
  6. Click on the box below "Select All", when the dropdown list of your employees appears, go ahead then select all the users you would like to assign to the departments
    Screenshot 2024-06-07 at 16.52.16
  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 left menu bar
  2. Select the employee you would like to assign to the department
  3. Click on "Edit Account"
  4. Go to the "Departments" tabScreenshot 2024-06-07 at 17.22.36
  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
    Screenshot 2024-06-07 at 17.24.59
  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.