Knowledge base Overview: myInsight Account Customization
By Insight Editor / 14 Sep 2022
By Insight Editor / 14 Sep 2022
Your technology procurement processes need to work for you and your organization’s needs. Best-fit technology procurement platforms help ensure employees can manage their own requisitions while simultaneously enforcing policies and controlling costs.
That’s why a myInsight account is customizable to help simplify each part of your technology purchasing and management process. In this article, we review the ways you can customize your myInsight account to meet your business needs.
You’ll have access to hundreds of thousands of product SKUs in our online marketplace. But, to keep productivity efficient, you can limit employee access to your preferred product selection during the procurement process. We’ll tailor that experience for you through:
Customization doesn’t stop at what products are available. When making a purchase, you can update the form fields to reflect the data each business unit needs to capture on its invoices. These custom fields can then be translated into our reporting database, which gives you an extra dimension to track and analyze.
You can also create prebuilt inventory order templates with all the fields prepopulated and available to send on demand. Order templates can be created from your Shopping cart or by converting a past order.
Your users have different needs based on role, location and more. You can customize the welcome page upon logging in to fit all their needs. The Dashboard offers roles-based widgets that give you a high-level overview of what’s available at a user’s fingertips, delivering an enjoyable experience that engages employees and drives adoption.
You can set a user’s access on a group or tool basis to help ensure their account is focused on what they need to see. Groups can be managed holistically on the back end, so changing permissions for an entire set of users is simple. Organizing users into groups helps with access control, catalog availability and reporting.
Accounts can also be customized to fit your brand standards, and landing pages users will visit after logging in can be customized by country, language or currency to meet your global needs.