Setting up Zahara
Restricted viewing
When setting a user’s permissions, there is the option for ‘Restricted Viewing’ This setting means the user will only see “their documents” – meaning the orders or invoices they have originated. This is an added security layer to stop users from ...
Required by date
When creating a purchase order, the required by date for most people is tomorrow. For others that are pre-planning it might be very important to set this accurately for the future, so there are additional settings for advanced requirements. Required ...
Converting a trial
We hope you have enjoyed your trial experience and do want to become a Zahara customer. When you have reached the limits of the trial, you can become a full customer, usually by just paying for a package that works for you. You can complete this ...
Approvals FAQ
FAQs How can I tell if something is approved? You will see a green icon if a document has gone into a workflow and been approved. What does a grey approval icon mean? This means a document hasn’t actually gone into a workflow. You can set the Default ...
Whitelisting Zahara's Emails (via myzahara.net)
Since your Email Service Provider likely uses some type of spam filter; we suggest that you add us to your trusted list of senders, also known as “Whitelisting.” You will need to whitelist myzahara.net as this will be the domain sending emails ...