Help Center

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.

  • You can deactivate users who leave the organization; adding new users is coordinated with Sourced.

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.