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Users, user groups & budgeting

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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 1 yr ago
    • 532
    • 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 5 mths ago
    • 360
    • 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 3 yrs ago
    • 271
    • 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
    • 249
    • Users, user groups & budgeting
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Home

  • Manage My Store Order
    • How to make order changes or returns
    • Track my order
  • My Online Program
    • Getting Started
    • Integrations
    • Warehouse & Shipping
    • Features
    • Admin access
    • Analytics & reporting
    • Quarterly billing
    • Users, user groups & budgeting
  • Best Practices
    • Art Tips & Tricks
    • Ordering Tips, Tricks & Guides
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