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Activate Self-Service for Employees

With the Self-Service feature, employees can independently request products and services via the marketplace. This reduces the workload for IT or procurement and speeds up internal processes.

However, before employees can use Self-Service, it must be activated for each individual.

Step 1: Set Permissions in the User Profile

To check or adjust Self-Service permissions, go to the user profile of the respective employee:

Navigation: My Company → Employees → Select employee → Permissions tab

In the "Permissions" section, you’ll find the following settings:

  • Self-Service This allows the employee to independently request services from the marketplace. Set this to "Allowed" if Self-Service should be available for the employee.

  • Show Prices & Costs This determines whether the employee can view prices and cost allocations in Self-Service mode. You can decide individually whether this should be visible to the employee.

These permissions only apply to Self-Service and have no effect on centralized procurement.

Step 2: Activate Self-Service for Multiple Employees

If you want to enable Self-Service for several employees at once, you can do this directly in the employee overview:

Navigation: My Company → Employees

  1. Select the checkboxes next to the relevant employees.

  2. Click on "Actions" at the top of the list.

  3. Select "Activate Self-Service" from the dropdown.

The selected employees will then have access to the Self-Service portal and can request products and services within the predefined scope of your organization.

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