All Collections
People
Procurement Menu View
Procurement Menu View

This articles goes over the different menu styles levels for the different Procurement levels.

S
Written by Shenai
Updated over a week ago

While setting an employee's access level, you're able to select the Procurement Menu view. These options show progressively less information designed for Procurement and Site engineers to create Traffic Management Requests.

Full Traffio Access

This level is designed for your company's schedulers, finance and HR staff who need access to multiple areas within Traffio. Employees with this access level are able to view the areas they're given permission to view.

Limited Procurement Style View

This level limits the view of the employee to a more simplified view for Procurement customers and traffic management suppliers. This view is limited to Messaging, The dashboard, Bookings, Traffic management, Plans/Permits, Clients, People and limited access to Admin and My Company.

Very Limited Site Engineer View

The Site Engineer View limits their view to the Traffic Management and Plans/Permits side tabs. Within these tabs, Site Engineers have the ability to create and view Traffic Management Requests and Works as well as create and upload Plans and Permits.

How to set the Procurement view

  1. Navigate to People on the side tab bar

  2. Select the employees' profile

  3. Click Access Levels on the top of the profile

  4. Scroll down to the bottom of the permissions and access levels

  5. Select the Procurement View

  6. Update

Did this answer your question?