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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. NEW USERS When a new user is added to a portal,…
updated
3 wk ago
285
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
9 mths ago
222
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
1 yr ago
183
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. Order approvals can be set up based on a dollar amount threshold – for…
updated
2 yrs ago
162
Users, user groups & 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;…
updated
2 mths ago
161
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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