The Admin role

Every organization must have a user with Admin privileges. For many organizations, this role is assigned by default to the first user who joins TealBook. The role may also be transferred to other users by the current admin. The organization's admin has the following roles and responsibilities:

• View and manage user roles and permissions.
• Configure app settings including managing contract expiry windows and certificate qualification rules.
• Upload spend data file.
• View the organization's TealBook account change history.

Best Practices for Admin

1. Conduct a periodic audit of your Team members to make the most out of your organization's user licenses. You can view user activities by navigating to the Insight tab in your Buyer portal and going to the General page. A snapshot of your team's activities are displayed in the Most Active Users section. Additionally, if you notice users in your Tealbook account who have never logged in, it's likely because Tealbook's web scraper has added them based on finding their email address associated with your company domain. These users may be obsolete, and you can review and remove them as needed.
2. Upload your vendor master list at least every quarter.
   
   Keeping your information up-to-date is essential in ensuring accurate reports and insights. Before uploading your file, check your data against the client upload checklist and include any additional information that can help us better understand your goals for the file upload.
3. When submitting monthly vendor data or diversity spend, the new data will be added to any previously submitted information for the year, rather than overwriting it. You can confirm the status of any recent data uploads with your Tealbook Customer Success Manager.

Effective January 2nd 2025, our Support Team will be available to assist you during the following hours:

9:00 AM to 9:00 PM, Monday to Friday