Managing approved users for a Purchase Category

This tutorial walks you through adding and removing Approved Users from a Purchase Category

Watch the guide

15 steps

8 months ago

1
Click See Details on the Purchase Category in the list
Click <b>See Details </b>on the Purchase Category in the list
2
Click Add Approved Users
Click <b>Add Approved Users</b>
3
In the search bar, start typing the name to find a user from your organization.
In the search bar, start typing the name to find a user from your organization.
4
Click on the name or email of the user you want to add.
Click on the name or email of the user you want to add.
5
Click the Add User button to confirm this user
Click the&nbsp;<b>Add User </b>button to confirm this user
6
The user has been added as an approved user on this Purchase Category
The user has been added as an approved user on this Purchase Category
7
Click outside the dialog to close it
Click outside the dialog to close it
8
Now that we have approved users added, the page will look a little different. Click Update Approved Users to make changes to the approved users
Now that we have approved users added, the page will look a little different. Click <b>Update Approved Users</b>&nbsp;to make changes to the approved users
9
Use the search bar to find another user to add.
Use the search bar to find another user to add.
10
Click the user in the list to select them
Click the user in the list to select them
11
Then, click Add User to confirm
Then, click <b>Add User </b>to confirm
12
Now we have 2 users added to this Purchase Category. Click outside the dialog to close it.
Now we have 2 users added to this Purchase Category. Click outside the dialog to close it.
13
This time we will remove an approved user from the Purchase Category. Click Update Approved Users again
This time we will remove an approved user from the Purchase Category. Click <b>Update Approved Users </b>again
14
Click Remove User to remove them from the Purchase Category.
Click <b>Remove User </b>to remove them from the Purchase Category.
15
That user has been removed. We can close the dialog again.
That user has been removed. We can close the dialog again.