Update a User's Default Location​ or Approval Location

​Introduction

To see a list of Location Codes used in P-Card, from the Admin screen, click the Edit icon next to a user’s name, and then click Choose Default Location. You could also run a User Report in the Reports section of P-Card to see a list of users and their settings.

Edit a User Profile

On the P-Card main menu, select Admin, and then click the Edit icon next to a user’s name.

Figure 1 - Edit icon

Administration screen list of users with edit icon highlighted 

The user's profile will open. This is displayed in four sections: the user information, user roles (or security), P-Card details, and default and/or approval PCA or Index or Location assignments.

Figure 2 - User profile

User profile screen 

Change the Default Location

1. Select Choose Default Location.

2. Click Select next to the Location you want to assign to user.

3. The existing Default Location will be replaced with the new one.

Figure 3 - Default Location

Choose Default Location radio button 

4. When you are finished, click Save at the top of the profile screen.Save button featured on user profiule screen

Assign an Approval Location

1. If the user is not an approver, check the check box next to Approver.

2. Select Assign Approval Location.

Figure 2 – Select Assign Approval Location

Assign Approval Location radio button
 3. Check the check box next to the Locations you want to assign to the approver.

4. Click the right arrow icon to assign the selected Locations.

  • To remove a Location, check the check box of an assigned Location, and then click the left arrow icon.

5. When you are finished, click Save at the top of the profile screen.