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What persona is needed to be able to do a Punchout order?
What persona is needed to be able to do a Punchout order?
The Customer Success Team avatar
Written by The Customer Success Team
Updated over a week ago

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

Please follow the best steps to activate Buyer Personas.

1. From 'Dashboard', go to [Settings] [System] [Access] [Users].

2. Type in the name of the User, whose access Persona you wish to adjust, in the

search field and click on the 'magnifying' glass icon.

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

[Note - only a couple of letters of the words will bring up the options]

4. Tick each applicable box in the 'Enabled' column associated with the chosen Persona, as below. These will save and become effective immediately.

Check this article out for more information, User Personas.

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