Tacto Technology GmbH

Manage users, roles, SSO and permissions for your workspace.

Settings & Permissions

Learn how to change your user name and application language in your profile settings.

Profile & application language

Learn how the notification center works and how to set up notifications for Requests, Tasks and @mentions.

Notifications

Learn how to reset your Tacto password via the login page.

Reset password

Learn how to configure a default email client so that Tacto can prepare reminder emails to Suppliers.

Configure your default email client

My Account

Learn how permissions are assigned to users in Tacto via Groups and roles.

How permissions work: Users → Groups → Roles

Learn which rights the three standard roles Standard user, Key user and Admin have in Tacto.

The three standard roles: Standard user, Key user, Admin

Learn how to view your Group, your role and your permissions in User Management.

Check your own role and permissions

Roles Overview

Learn how to invite, add and deactivate users and what to do if you have multiple workspaces.

Invite & manage users

Learn how to create Groups, manage members and set a Group's permissions.

Manage Groups

Learn how to create custom roles with individually set permissions and restrict specific areas selectively.

Create custom roles

Learn how to limit a custom role to a subset of transaction data by Suppliers, Categories or Plants.

Limiting roles to a data scope (spend visibility)

Managing Users, Groups & Roles

Learn how to sign in to Tacto with your Microsoft or Google account.

Sign in with a Microsoft or Google account

Learn how to set up sign-in via single sign-on with Microsoft Entra ID using OpenID Connect.

Single sign-on (SSO) with Microsoft Entra ID

Learn how user management works with single sign-on and what you still control in Tacto.

User management with SSO

Login & SSO

Workspace Administration

Learn how to change the company name, company description and billing address in the settings.

Change your company address and company details

Send Tacto emails from your custom domain

Email Domain

Learn how to set Supplier languages and the preferred language per Contact so that Suppliers receive content in their language.

Languages in Tacto: set the application language and Supplier languages

Supplier Languages

Learn which permissions for Suppliers and master data are reserved for Key users and Admins.

Suppliers & master data

Learn which permissions for the Supplier Portal and the Onboarding settings are reserved for Key users and Admins.

Supplier Portal & Onboarding

Learn which permissions for Requests, RFQs and Evaluations are reserved for Key users and Admins.

Requests, RFQs & Evaluations

Learn which permissions for Analytics, cost models and Savings Findings are reserved for Key users and Admins.

Analytics, cost models & Savings

Learn which permissions for Meeting Templates, Note Templates and Tasks are reserved for Key users and Admins.

Meetings, Negotiation Notes & Tasks

Learn which permissions for organization settings and for managing users, roles and Groups are reserved for Key users and Admins.

Workspace & administration

Permissions by Module

Zur App

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Collections