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Users, locations & budgeting

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Adding/Editing Portal Users
To view your authorized portal users and make changes, navigate to the Users page from your Portal Options dropdown menu. ADD A USER Enter the email address and click the orange Verify Email button.…
- 1 yr ago
- 95
- Users, locations & 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…
- 4 mths ago
- 71
- 1
- Users, locations & 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…
- 4 mths ago
- 50
- Users, locations & 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. Order approvals can be set up based on a dollar amount threshold – for…
- 8 mths ago
- 91
- Users, locations & budgeting
What should I do if I am unable to log into my account?
You can reset your password by plugging in your pre-authorized email address here ! Please note that you will only want to submit a single reset request;…
- 1 yr ago
- 61
- Users, locations & budgeting

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