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Procurement Admin

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

4 Modules · Total time: 55 min

  1. e-Request at a glance

    What the platform is for, who works in it, and how the six steps of a procurement fit together.

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

    Lay out structure, roles and master data so that approvals later work without special cases.

    • 15 min
    • Intermediate
    • Read first: e-Request at a glance
  3. Define approval routes

    Who approves what — and what happens when that person is away.

    • 20 min
    • Intermediate
    • Read first: Set up your organisation
  4. Users and permissions

    Grant access, assign roles and handle leavers cleanly.

    • 10 min
    • Intermediate
    • Read first: Set up your organisation