Getting Stated - How to add/edit a new user

To add a new user to ProcurementFlow please follow the steps below:

1. First, go to Company details and click Add new user.


2. After clicking you will be directed to the below screen where you can fill out new user details. When finished click Save.



3. In order to change the roles of your team members, please click on the Edit icon to change the roles of your team members.



4. You will be directed to the Edit user screen where you can manage the roles within your team.

Help Center

Quick Videos

1. Getting Requests in

Learn how to collect request in one place. Getting your request from email will make your procurement more streamlined.

2. Assigning Work on your remote team

Learn how to assign Purchase Requests among your teammates for an effective work distribution.

3. Getting Approvals

Tired of waiting for a pending approval requests? Learn how ProcurementFlow solve this problem for you.

4. Doing fast RFI Strategic Sourcing

Learn how to implement strategic sourcing through effective RFI processes.

5. Issuing PO

Are you overwhelmed by the number of PO's you have to issue? Issuing PO with ProcurementFlow is as easy as ABC.

6. Receiving

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

7. Invoice

ProcurementFlow provides you with crucial information such as invoice number, 3-Way match, and invoice status.

8. Procurement Bird'd eye view

ProcurementFlow provides you with necessary tools in order to take a full control over your procurement.

9. Send PR via Requester Portal

On ProcurementFlow, requesters can, now, send request from Requester Portal without having to go through many hoops to submit their requests.