How do I set up or manage my team on the Back to School (BTS) Portal?
Managing your team on the BTS Portal is simple and helps you stay in control of who can place orders, what access they have, and how much they can spend. Just follow these steps:
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Log in to COSnet and select the BTS Portal option from the menu. This will open the main dashboard, where you’ll see four options to choose from.
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To add or manage your staff, click on User Management. This is where you can create new users, update existing details, or remove users who no longer need access.
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In the User Management grid, you’ll see a clear overview of all your users, including their names, access levels, and expenditure limits. From here, you can:
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Assign roles and permissions.
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Adjust spending limits for each user.
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Monitor and review access to ensure your team is set up correctly.
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This centralised view makes it quick and easy to keep your team details accurate and up to date for Back to School ordering.