The User Roles
The Supplier Portal
Billing and Accounts
Reports and Filters
Integrations and Features
How do I enable the dashboard for my account
The dashboard contains useful statistics based on the data within your account, such as budget usage, most used suppliers, etc.
Note: The dashboard is only available to users with a "Finance" and "Company Admin"
Activating the dashboard
- Go to the settings cog
- Navigate to "User Settings"
- Scroll down to "Homepage"
- Select "Dashboard Page" from the dropdown list
- Don't forget to save
Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to firstname.lastname@example.org to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.