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Procurement Admin

You configure the organisation, define approval routes and manage users and permissions.

8 Modules · Total time: 140 min

  1. An overview of e-Request

    What the platform is for, who works in it, and how a procurement runs from request to contract.

    • 10 min
    • Getting started
  2. Set up the organisation

    Departments, permission levels and the category tree, arranged so that maintaining them later has no special cases.

    • 20 min
    • Intermediate
    • Read first: An overview of e-Request
  3. Roles and permissions

    The three roles, what a department sees — and what it deliberately does not.

    • 15 min
    • Intermediate
    • Read first: Set up the organisation
  4. Sign-in and SSO

    Two sign-in modes that exclude each other — and what your identity provider has to do with it.

    • 20 min
    • In depth
    • Read first: Roles and permissions
  5. What is configurable, and what is not

    The process is fixed — templates, criteria, categories and branding are not. Where the line runs.

    • 20 min
    • Intermediate
    • Read first: Set up the organisation
  6. Users and access

    Granting access, handling departures cleanly — and what a service account is actually allowed to do.

    • 15 min
    • Intermediate
    • Read first: Sign-in and SSO
  7. Manage suppliers

    The onboarding funnel, returning instead of rejecting — and why a rejection is not about the company.

    • 20 min
    • Intermediate
    • Read first: An overview of e-Request
  8. Logging, export and interfaces

    What is traceable, how you get your data out — and which integrations do not exist.

    • 20 min
    • In depth
    • Read first: Users and access