Dream Team: Easier Management, Shared Visibility, & Notifications

That Find You

What if managing access in iCompleat took one click instead of twenty?

Meet Teams, the new way to group your users so you can give access to Custom Reports, Settings Groups and Workflows in bulk, instead of adding people one at a time. Teams can span multiple companies, and with order sharing switched on, members can see the orders their teammates have saved and submitted, so everyone has a shared view of where procurement stands.

Join our online Lunch & Learn to see it in action!

Our Implementation Consultant and all-round iCompleat guru, Daren Tillson, will walk you through how to create a team and use it in reports, layouts and approval workflows. He’ll also cover two handy user settings: new read-only permissions, which let auditors, Finance Directors and external reviewers see the invoices and orders they need without changing a thing, and the two-factor authentication grace period, which gives new users time to get set up before 2FA kicks in.

Daren will also show you how to get the most from in-app notifications, so approvals, denials and submissions land right in front of you. Plus, you’ll get an exclusive sneak peek at what’s coming next, including desktop notifications, tagging users and whole teams in transaction notes, and more control over which notifications you receive.

Whether you’re managing access for a handful of users or hundreds across several companies, this session is for you.

Register now to save your seat. Can’t make it live? Sign up anyway and we’ll send you the recording plus a handy takeaway cheat sheet.