HelpSettings
Settings for company admins
Where to find every setting, and what is in them: users and seats, locations and holidays, departments, rules, numbering, branding, documents, terms, attributes, approvals, AI, automation, help, chat reports, audit, your data and SourcePro support.
Settings is the company admin's. It opens on a page of cards, one for each part of your settings, in groups of what they are about: People, Rules and approvals, Look and documents, Chat and AI, and Data and security. You see only the cards you may use.
Find a setting at the top looks for a few words (for example *reminder*, *logo* or *keep chat messages*) among the pages and, if you may change the rules, among the single rules: a rule you pick opens its group on the Rules page with the rule marked. On a wide screen every page has the same menu on its left, in the same groups; on a phone or a narrow window, the Settings link above a page's title takes you back to the cards.
| Page | What you set there |
|---|---|
| Users | Invite people (email, name, roles); change roles; deactivate someone who left (their sessions end at once). Seats: how many your plan allows, and ask for more |
| People (a colleague's page, from Users) | Sign-ins: when, from where and with which browser a colleague signed in to your company's site, and the tries on their account that did not get in (wrong password, wrong code), the newest first, for the days the privacy policy keeps them. Only your site's, never another company's; each reading is recorded, and the person is told in their own sign-in history that you can. Only the company admin |
| Locations | Plants, offices and warehouses: code, name, delivery address, GSTIN (its state comes with it), working days and holidays (reminders and due dates count working days) |
| Departments | For requests and reports |
| AI | Switch the assistant on, see this month's credits and use, set budgets, read the conversations (each opening of someone else's is recorded), and set the assistant's name, marks and how long conversations are kept. See *The assistant* |
| Automation | What the system drafts for your people (today: the PO drafted when a request line is ordered from a rate contract) and what they did with it: issued as drafted, changed first, or cancelled, with the share issued as drafted over the last runs. See *Automation* |
| Help | Who answers when someone in your company asks for help (every admin, and the colleagues you name), and the rules for it: whether people may ask a colleague, what a request carries, emails, and when an answered request closes. See *Asking for help* |
| Chat reports | The messages your people reported in chat, each as that one message only, with who wrote it, who reported it and why. Mark one dealt with when you have acted on it. See *Team chat* |
| Rules | Every rule of how your company buys, grouped, with Find a rule: reminders, sign-in codes, vendor documents asked, comparative statement rules, RFQ email way, how long chat is kept, and more. Each shows SourcePro's value and yours; Reset goes back to SourcePro's |
| Numbering | The pattern of each document's number (requests, packets, RFQs, POs): prefix, location, financial year, sequence |
| Branding | Your logo, colour, and the sign-in page's picture and words |
| Documents | The layout of your comparative statement and PO (columns, words, logo), with a preview; versions are kept |
| Terms | Your standard terms for RFQs and POs |
| Attributes | What your company keeps about what it buys (the grade, the heat number, the IP rating): define your own, or add a ready-made pack such as Steel or Electrical. See *Materials* |
| Approvals | Approval roles and policies (see Approvals) |
| Audit | Every change, who and when (see Reports) |
| Your data | Prepare a download: everything your company keeps, in one zip (tables and documents). Below it, People's requests about their data: people who work here, or speak for a vendor, may ask you to show, correct or delete what you keep about them, or to hear a complaint; Answer each by the day shown (rule *Answer people's requests within*) and the person is told by email |
| SourcePro support | Who at SourcePro may look at your data (by screen-share only, when you ask), and every time they did |
Advanced settings. Each group of rules shows what a company usually decides first: switches and the one or two figures set at the start. The tuning behind them (windows, limits, hours, wording) is under Advanced settings at the foot of the group, folded: the defaults suit most companies. A group where you changed an advanced rule opens it by itself, a rule that Find a rule or a link points to is shown open, and the page remembers, in your browser, which groups you opened.
Many at once: Add from Excel
Users → Invite from Excel, Locations → Add from Excel, Departments → Add from Excel, and Materials → Categories and Units → Add from Excel take a sheet of rows instead of one form at a time. Template gives the columns; the page shows the rows like Excel and marks what is wrong in each (a code already used, an email that is not one, more people than your seats). Fix the red cells, or leave those rows out, then Check again. Add puts in every row or none, so a half-added list never happens; if someone else changes things meanwhile, you are asked to check again. At most 50 rows at a time; people you invite count against your seats.
Legal
The first company admin accepts SourcePro's terms for the company on first sign-in. The Privacy, Terms and Cookies pages are linked at the bottom of every page.
Leaving SourcePro
When a company leaves, its site closes; its data is kept for the period the privacy policy says, then erased. Download everything first (Your data).
Last updated 22 Oct 2026. A message with a code? See the error codes.