Client Settings

The following Client Settings are available from the Organize tab in your Tool Bar.

·   General Settings

·   Procurement Configuration

·   Profiler Configuration

·   cXML Punchout Settings

·   Approval Policy Configuration

·   Organizational Hierarchy Designations

·   Attributes Management

·   Login Settings

·   Company Address

·   Email Notifications

·   Plan Optimization Options

·   Plan Expert Service Plan Preferences

·   Call Detail Options

·   Billing Information Display Preferences

·   Employee Direct Settings

·   Enable Data Refresh

·   Cost Allocation Maintenance

·   Customized Procurement Messages

·   Single Sign-On Maintenance

·   Locale Attributes Settings

·   Unit of Measure Configuration

·   EMM Reconciliation Settings

·   EMM Consumer Settings

·   Client Purge Data

·   Invoice And Allocation Settings

·   Load Balancer Settings

To change any of your Client Settings, perform the following steps:

1. From the Organize tab in your Tool Bar, click Client Settings.

2. In the Client Settings screen:

a. Click the link for the setting you want to edit.

b. Make your changes to the selected setting.

c. Click the Save button.