This document details the steps required to create a Prendio User Profile.
The Company Admin should know ahead of time the details of the user to be added (i.e. email address, phone number, Prendio Roles to be assigned, Spending Limit, Approval Limit, Approvers, Approval Delegate, Departments and Projects the user needs access to, etc.).
Admin > Users:
General Tab:
3. Create/View Confidential Orders must be selected if this user is to have access to view and/or Confidential Orders.
4. Press Save when complete.
Details Tab:
6. Select Details.
7. The user's Spend Limit, Approval Limit, Approval Delegate, and Next Approver must be selected.
Note: Clicking in the Approval Delegate and Next Approver pulldown menus will display a list of Prendio users to select from.
8. Click on Add Approver to display a list of Prendio Users to manually select as Approvers to add to the user's Personal Approval Path.
- or -
9. Click on Reset Path to Default for Prendio to automatically add the Approvers to the Personal Approval Path. Reset Path Default Builds the approval path based on The Next Approver Setting for each user. When Reset Path to Default is selected, Jessica (Next Approver) will be the first approver on Cindy's approval path, followed by Jessica's Next Approver, Followed by that user's next approver and so on until the highest approver:
12. Press Save when complete.
Note: The Default Department will automatically be selected when the user creates a new cart.
16. Timetable is an optional feature in Prendio. If your company has this option check the box under Timetable next to the Project(s) that should be available for time tracking.
17. Click on the X in the upper right-hand corner to close this window when complete.
Back To The General Tab:
20. Activation Request email sent will appear briefly.
21. Press Save when complete.
Admin > Users:
Additional Information:
Note: SSO Authentication and Slack Integration are options, please contact Prendio Technical Support for more detail.
24. Click on the Details tab.
Select the General tab.
26. A Default GL Account can also be selected for the user.
Note: The Default GL Account will automatically be selected when the user creates a new cart.