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Get Started and Best Practices
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Get Started and Best Practices
8 Articles
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Manage Your Profile
Set up and manage your profile and site preferences for language and currency from the Main Menu in Marketplace. See Documentation Topics: Shipping, Accounting, and Billing Preferences Profile Information Access your profile by clickin...
Accounting Combinations and Shipping and Billing Locations
Create and manage your Shipping and Accounting Preferences to reference and reuse this key information in your purchasing workflow tasks. See Documentation Topics: Manage User in Marketplace Users Import Overview If your profile is config...
Marketplace Home Page - Documents and Reports
The Marketplace Home Page features a centralized hub displaying all your customizations and recent activity. This topic covers access to documents and reports from your Home Page. Home Page The Marketplace Home Page is accessible by clicking on ...
Account Delegation
Account delegation allows you and your coworkers to assign purchasing workflow tasks to others during vacations or other absences. Manage your delegations and delegating activities from the MY ACCOUNT area of the Main Menu. Overview Use Account D...
Marketplace Shortcuts
Use shortcuts on your Home Page or in the Main Menu to streamline tasks in Marketplace by using the links in this article. Overview Marketplace offers many ways to view and select products and services. Gain efficiencies in your purchasing workfl...
Manage Credit Cards
Credit Cards may be managed from the Main Menu by properly permissioned users. See Documentation Topics: User Permissions (ACL) Pay Invoices via Credit Card Manage Credit Cards in MY ACCOUNT Users having the Pay Invoices via Credit Card ...
Manage Users in Marketplace
Users who have been given permission to manage other users may register and edit other users at their site or in their Content Group. Users with permissions can view and edit all the user accounts in their Content Group. Overview User registration...
Switch Content Groups for Shopping and Document Access
Users may belong to more than one Content Group to access the documents, suppliers, and actions available to each specific group they belong to. Users can switch Content Groups from the Main Menu. Overview Users are assigned to a Primary Content ...