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Adding/Editing Portal Users
New Users When a new user is added to a portal, they'll need to be sent an invitation email via the system to choose their own password. NOTE: The invitation email only applies to NEW users.…
updated
6 mths ago
466
2
Users, user groups & budgeting
How the User Groups feature works
The User Groups feature is a way to segment ordering by team, department, geographic location, manager, etc., in order to track usage and spending. This is almost always utilized on employee or…
updated
7 mths ago
320
3
Users, user groups & budgeting
How the the budget feature works
User Groups can be set up to segment ordering between different teams, departments, geographic locations, managers, etc to track spending. A budget can be set to a specific user group to ensure…
updated
2 yrs ago
242
1
Users, user groups & budgeting
How the online store approval process works
Requiring order approvals is a great way to monitor merchandise spend and have transparency on what employees are ordering. DESIGNATING AN APPROVER If a portal has multiple locations set up,…
updated
1 yr ago
224
Users, user groups & budgeting
Home
Track My Order
Track my order
Change my order
Make a return
General Order FAQ
My Online Program
Getting Started
Integrations
Warehouse & Shipping
Website Customization
Admin access
Analytics & reporting
Quarterly billing
Users, user groups & budgeting
Updates & Features
Online store features
Best Practices
Compliance
Art Tips & Tricks
Tips, Tricks & Guides
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