Users, departments and addresses

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.