setup

Free Webinars for your free Purchase Order Software?

May we have your feedback on something?

We’re considering replacing (or augmenting) our free one-on-one setup/training sessions with group webinars.  We’re thinking that a group setting might allow you to learn from other people who are using the free version of SpendMap, in addition to the advice that our internal staff can provide.

Please take this 30 second survey to let us know which direction to go.

Thanks!

Too many options for users in free Purchase Order Software

(or “I don’t want my users seeing that”)

One of the most common topics of discussion we’ve been having in our free system setup/training sessions has been around user profiles and how to restrict users so that…

  1. they can’t do certain things in the system,
  2. they can’t see certain information, or
  3. just to make it easier for users that don’t need access to the entire system.

Most of you seem to be logging into the Evaluation Copy using the user ID with full access to all functionality (the user “FULL”), but this user profile, while convenient for evaluation purposes, would be unusual for a real user account in your Live/Production system.

Rather, you would likely set up restricted user profiles with access to only the areas of the system that each user needs.  This is especially true for “casual” (occasional) users like Requisitioners and Approvers that may have little or no training on the system, so you want to make it as easy as possible for them.

To learn now to customize each user’s profile, check out this video tutorial or read “About User-Definable Menus and Pop-Up Prompts” in the Online Help.

Free setup assistance for your free Purchase Order Software

We’ve had a few requests to help new users of the free Purchase Order Software with the setup (configuration) of the system.

Sure, we’re happy to help.

SpendMap includes an easy-to-use Setup Wizard and detailed online help, but if you’re in a hurry and don’t have time to read it, we would be happy to walk you through it.  Just send us a note at free-procurement@spendmap.com and we’ll set up a short meeting.  It should only take 15 or 20 minutes to get you set up and processing Purchase Orders.

We may not be able to provide this free service forever but we’ll try as long as we can until the user community gets too big.  Mind you, by then we’ll likely have a user forum in place, so you’ll be able to help each other at that point.

Hope to hear from you soon…