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Users, user groups & budgeting

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  • 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
    • 192
    • 2
    • Users, user groups & budgeting
  • 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.…
    • updated 6 mths ago
    • 237
    • 1
    • 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 11 mths ago
    • 158
    • 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 1 yr ago
    • 148
    • 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 3 mths ago
    • 136
    • Users, user groups & budgeting
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  • 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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