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.
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.