Admins and owners can now decide which team members have permission to create Purchase Orders directly in Ply.
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.
🎥 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.