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Users, departments and addresses

Last updated: 10/10/2026

Your organization's structure (who operates, in which area and where deliveries go) is managed in three sections of the panel.

1. Users

  • The list shows name, email, role, department and status, with real-time search.

  • Roles determine permissions and screens (see Access and roles): approvers take part in the approval circuit, buyers award, requestors create requests.

  • Add user creates new users without involving Sourced: the person receives a temporary password by email and, on their first sign-in, the platform asks them to set a new one (the password is never shown on screen).

  • If the credentials email did not arrive, use Resend credentials in the actions menu: it generates a new password and the previous one stops working.

  • You can edit role and department, and deactivate users who leave the organization.

2. Departments

  • Each department has a name and a code. Requests are associated with the requestor's department, which feeds reports and approval rules.

  • Departments that are no longer used can be deactivated.

3. Addresses

  • The delivery and billing addresses (code, name, city, country) are the options users see when creating a request. Keep them up to date: a deactivated address stops being offered in new requests without affecting the historical ones.

Available roles depend on your modules

When you create or edit a user (Users → Add user or Edit user) you will only see the roles for the modules your organization has enabled:

  • Organization Admin: always.
  • Buyer, Approver and Requestor: with the Procurement module.
  • Spec writer: with Procurement and Bid Specifications.
  • Logistics: with Delivery Tracking.
  • Accounts payable: with the Accounts Payable module.

If your organization lets buyers use Accounts Payable, the Buyer can also open that module: no separate role is needed.

If a user already had a role from a module your organization no longer uses, they keep it and you can still edit their details, but that role can't be assigned to anyone else. To add a module, contact us.