SourceMagnet

This article shows you how to log in, and what to do if you belong to several organizations.

Go to the login page and enter your Email and Password. If you do not have an account yet, use Sign up.

If your organization uses Microsoft sign-in, choose Log in with Entra ID instead. Then you do not need a separate password.

If you have forgotten your password, use the link on the login page and you get an email to set a new one.

ℹ️ Note: If you sign in with Entra ID, you have no SourceMagnet password to forget. If you cannot get in, it is the Microsoft account that needs sorting, not SourceMagnet.

If you belong to more than one organization, Switch organization appears at the bottom of the menu under your name. You only see data from the organization you are in.

💡 Tip: If your procurements suddenly seem to be missing, you are probably in the wrong organization. Check the name at the bottom of the menu.

See <a href="https://support.sourcemagnet.com/en/articles/819152-find-your-way-around">Find your way around</a> for navigating afterwards.

Log in and switch organization

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Try selecting a different update date range.

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Create your workspace and invite the people you work with.

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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.

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

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

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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.

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