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Preferences

Configure organization-wide settings including session management and access restrictions.

Admin/Owner Access Required

Only Organization Owners and Admins can modify organization preferences and settings.

Session Timeouts​

Configure session timeouts for security and compliance.

Security Best Practice

Shorter timeouts increase security but may impact user experience. Balance your security requirements with workflow needs.

Inactivity Logout​

Automatically log out users after a period of inactivity. Logging out inactive and unattended sessions can increase security and prevent errors.

  • Navigate to Organization > Preferences.
  • Toggle Enable inactivity logout.
  • Set the timeout duration in minutes (default: 1 hour).
  • The new setting saves automatically.

Automatic Logout​

Set the maximum session duration regardless of activity. This ensures people must log back in every day, week, month, etc.

  • Navigate to Organization > Preferences.
  • Toggle Enable automatic logout.
  • Set the maximum duration in minutes (default: 1440 minutes = 24 hours).
  • The new setting saves automatically.
Organization-Wide Signout

Enabling or disabling absolute session timeout will sign out all users in your organization. They will need to sign back in.

Orders​

Control which groups can manage orders and vendors across your organization.

Restrict Order Submission​

Limit which groups can submit orders.

  • Navigate to Organization > Preferences.
  • Under Access Restrictions, find Submit an Order.
  • Check the groups who should be able to submit orders.
  • The new setting saves automatically.

Restrict Vendor Creation​

Limit which groups can create vendors.

  • Navigate to Organization > Preferences.
  • Under Access Restrictions, find Add a New Vendor.
  • Check the groups who should be able to create vendors.
  • The new setting saves automatically.
Default Behavior

By default, all users can submit orders and create vendors. Add restrictions only if your organization requires approval workflows or limited access.

Group Management​

Choose which users can manage groups within your organization (in addition to Organization Owners).

  • Navigate to Organization > Preferences.
  • Find Group Management.
  • Click Create/manage a group.
  • Check which users should be able to manage groups.
  • The new setting saves automatically.