Community Administration

Community Forms

• Create Community Forms
• Non-Catalog Form
• RFQ (Request For Quote) Form
• Justification Form
• Supplier Request Form
• Expenses Form

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Setup and Manage Delegated Approvals

• Approval Configuration Settings
• How to Troubleshoot & Test Ruleset Approval Routing
• How to Move a Rule within a Ruleset
• Setup & Manage Approvals
• Approval Process
• Approval Levels

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Community Administration

• Community Management Overview
• Production to Demo Update Sequence (Demo Refresh)
• Multiple Remit To Set Up (Banner Customers)
• Community Settings
• Community Profile
• Community Terms and Conditions

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Managing Users

• Switch User & Switch User Edit Settings
• Manage Users Overview
• User Export
• Create A Community User - Manually
• Invite Community Users
• Create Community Users - Upload

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Admin Refresher Trainings

• Approvals Workshop - Part 1
• Community Supplier Administrator Guide
• Community Administrator Guide
• Forms Workshop
• Approvals Workshop - Part 2
• Tags & Guided Buying Workshop

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