Help CentreLinked-user view
Portal Help
Feature guides are tailored to the access available to the current signed-in user so you only see help for the parts of the portal you can actually use.
Signed in as: Not signed in
Limited help personalisation
The portal could not fully resolve your account role, so this page may be missing some head-office-only topics.
Portal data request failed with status 401.
Topics
9
Access level
Linked user
Scope note
Management topics such as approvals and broader account controls only appear when your signed-in contact has head-office access.
Topics
Pick a feature to see what it does, how it works, and the limits or role-specific behaviour worth knowing.
Home
Get a clear overview of your account, recent activity, orders, invoices, and spending.
What it does
- Gives you a quick snapshot of your account, including recent orders, invoices, and spending activity.
- Provides head office users with a wider view across the organisation, including linked accounts, spend insights, and credit information.
- Helps linked users quickly see what is happening on their own account from the main dashboard.
How it works
- The dashboard brings together key account information so you can see your latest activity in one place.
- Head office users can view organisation-wide insights, while linked users see information relevant to their own account.
- Spend charts can be adjusted using preset date ranges or a custom date window.
Important things to know
- Credit information and multi-account insights are only shown to head office users.
- If there is not enough spend history yet, the dashboard will let you know rather than showing an empty chart.
- The dashboard is for overview purposes. Ordering, approvals, invoices, and account management are handled in their own sections.