How to Add a ‘New Supplier’ to ProcureHQ
- Go to ‘App.ProcureHQ.com’, click on ‘users’
- Impersonate user from the client you are working on,
- Go to the top, on the right-hand side where it says ‘Settings for ….(clients name) and click 'their name'.
- Now on the left-hand side press ‘users’.
- Enter there ‘email address' of the new user and ‘select their role’ in the company.
- Click ‘Send Invitation’.
- You must wait for the new user to accept the invitation before being able to assign them to a Project.