Introduction

Xeeva Spend Analytics delivers highly accurate and actionable insights that provide immediate ROI by surfacing cost-savings opportunities against industry benchmarks across disparate or siloed spend data by geographic locations and business units – all in a unified view. This Module contains the following sections:

  • Spend Analytics Training Overview
  • Application Roles and Security
  • Xeeva Application Support

Review the list of modules below to access detailed training about Spend Analytics. Have a question or feedback? Email our Results Desk team at resultsdesk@xeeva.com.

Spend Analytics Training Overview

The following training modules are available for Spend Analytics:

  • General Information (this module) – overview of solution and general information
  • Basic Navigation – how to log in and access dashboards as well as general navigation
  • Reports – how to create a report and download data
  • Opportunities – how to filter, create and action an opportunity
  • Intelligent Alerts – how to see and understand AI generated alerts

Application Roles and Security

Spend Analytics is accessible via a unified login, meaning a user has only one username and password regardless of which application they are authorized to access. A company can either login via SSO (where user is authenticated by the customer) or via a Xeeva provided username/password. regardless of which method is used, there is only one username to access Xeeva’s applications.

When a user is onboarded to Xeeva, the customer must specify one of the three user roles that must be assigned to the user. A user can have have access to one or more categories and one or more locations.

The user role, the list of categories a user has access to and the locations a user has access to are assigned via CSS (Xeeva’s administrative portal). Currently, this role assignment is completed by Xeeva’s technology team. All requests to add or change user roles require a support ticket.

  1. CXO – This is the Corporate user. This user role is able to see all dashboard pages, and data for all categories. Currently this user has the highest level of visibility

  2. Buyer – This user is able to see all dashboard pages but data only for the locations assigned to them. A buyer can be assigned one or more locations.

  3. Category Manager (new role) – This user is able to see all dashboard pages but data only for the Category Type assigned to them. A Category Manager can be assigned one or more Category Types.

Permission – in addition to the user role, the user can be assigned permission to download the data. By default, a user is assigned permission to download data unless the customer specifically requests to remove this permission. When assigned this permission, the user can download the data from all charts.

Xeeva Support

Need assistance?  Please email resultsdesk@xeeva.com and include the URL (website name) and user ID as well as the issue you are experiencing.  We will get back to you as quickly as possible.