What persona is needed to be able to do a Punchout order? | Purchase Plus Help Documents


Written by The Customer Success Team

Any 'Buyer - Requisitioner' Personas will be suitable for this function.

Please follow the best steps to activate Buyer Personas.

1. Navigate to the 'Dashboard' and select [Settings] → [System] → [Access] → [Users].

2. In the search field, enter the name of the user whose access Persona you want to adjust and click on the magnifying glass icon.

3. Type in 'Buyer - Req' in the search field and click on the magnifying glass icon.

 

4. Tick each applicable box in the 'Enabled' column associated with the chosen Persona. These changes will be saved and become effective immediately.

Check this article out for more information, User Personas.