Admins and owners can now decide which team members have permission to create purchase orders directly in Ply.
Use Case | Description |
🚛 Tech handles their own restocking | A senior tech manages their own van stock and places supplier orders without going through an admin |
👷 Project lead or foreman | A field lead manages purchasing for their crew and needs to create POs without involving the back office |
🔧 On-site emergency purchase | Tech needs to order a part directly from a supplier when something breaks mid-job and can't wait |
👤 Small team / owner-operator | Everyone wears multiple hats — techs also handle procurement as part of their role |
Only users with Admin or Owner roles can enable or disable PO creation for others.
Follow these steps to enable (or disable) PO creation access for a technician.
Step 1: Go to Settings
From your dashboard, open the Main Menu and click on Company & Billing.
Step 2: Open the Team Tab
Inside the Company & Billing section, click on the Team tab at the top.
Step 3: Enable PO Creation
Locate the technician you want to grant access to.
Click on the three-dot menu (⋮) next to their name, then select Enable PO Creation.
Step 4: Verify Access
Once enabled, you’ll see a ✅ checkmark under the PO Creation column next to that user.
This confirms they now have permission to create POs.
Step 5: Revert Access (Optional)
You can revoke access anytime by clicking Disable PO Creation from the same menu.
🚫 Before — PO Creation Disabled | ✅ After — PO Creation Enabled |
The tech opens Ply and sees no option to create a PO. The Purchasing section is either hidden or view-only — they can see existing POs but cannot create new ones. | The tech now sees a Create PO button in the Purchasing section. They can create, fill in, and send Purchase Orders to suppliers just like an Admin would. |
Video Tutorial
You can also watch a short walkthrough here:
This video shows the same steps covered above, from accessing Settings to enabling PO Creation for technicians.
Still need help? Contact Support!
Questions about team permissions or account settings? We're happy to help.