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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
- 548
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- 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
- 367
- 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
- 278
- 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
- 252
- Users, user groups & budgeting

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