Frequently Asked Questions
What is SOURCE?
SOURCE is the platform for digital procurement. Showcasing innovative strategies and digital solutions, we empower you to achieve more, go further, and move faster towards your goals
- Connect with procurement buyers, professionals, and solutions in one place
- Explore the world’s most comprehensive database of Digital Procurement Solutions
- Discover market-defining content and cutting-edge insights into the future of digital procurement
Key Platform Information
What is a channel?
Channels are spaces for content such as posts, videos and documents that all fall into the same category or topic. Visit the channels on the subjects of most interest to you. You can see all channels in the left-hand menu under 'Explore Content'.
What is a room?
Rooms are spaces for focused interest groups. They contain content relevant to the focused interest in question and - more importantly - are home to discussions with other users. Public rooms can be accessed by anyone and have open participation in discussions. Simply click on the room you’re interested in to view the content and click into the Discussions tab to see what’s going on. Private rooms can be seen by all but only accessed and participated in by those who have been invited.
What is a directory?
A directory is a collection of either users or organisations that can be searched, filtered, and sorted. SOURCE contains a number of directories:
1. A solutions directory (Solutions Directory in the left-hand menu). This is an organisation directory that lets you search for digital procurement solutions and read up on them.
2. ProcureTech 100 directories that let you view solutions that are part of various ProcureTech 100 cohorts.
What is a profile?
Every user on SOURCE has a profile that contains their key information. A profile is required in order to make use of all functionality that SOURCE has to offer.
SOURCE also contains organisation profiles for solutions providers and enterprises. These profiles contain key information on the company as well as the content that they have uploaded to the platform.
How do I ask (or answer) a question on SOURCE?
Our Q&A feature allows you to get the answers you need by asking a question. What’s more, you can demonstrate your knowledge by answering questions raised by others (even if someone else has already answered). There are two options to ask a question:
- From your “profile box” on the front page
- From the green “Ask a question” button on the Q&A page (right side)
You can enter your question in the Question box, expanding on your question with any necessary detail in the “Expand your question” box. Click the Post Question button to submit your question and the community will be alerted by email about your question. Then, you’ll be notified by email each time someone answers. (If you want to opt-out of these email notifications, you can do so on the Notification Preferences page.) To answer a question, simply click on the question in the list of Latest Questions or Open Questions, and click the green “Answer” button. Enter your response in the Your Answer box and click the Post Answer button.
Is my information public?
The information in your profile is open by default but you have the option to make it private. If you want to make your profile invisible to other members of the community (and also general visitors), you can do so from your Edit Profile page. Simply enable the “Hide my profile” function at the bottom of the page, before clicking Save.
Can I create my room?
Only the admin team can create rooms but we’d love to hear your ideas for new rooms. Drop us a line at email@example.com with details on your proposed room and we’ll get back to you with our feedback.
I have an idea for content / I’m interested in creating content myself. Where do I start?
Content on SOURCE is provided by ProcureTech and verified contributors. If you would like to explore our membership plans that include content options, then get in touch at firstname.lastname@example.org.
How can I find older content?
SOURCE contains a wealth of content organised into different channels, each with their own purpose. You can browse these channels through the left-hand menu, in rooms, or use the search bar to search for content on the subjects you're interested in.
Can I contact another member directly?
To ensure a good user experience and safeguard the privacy of all users on SOURCE, we have restricted the direct messaging capabilities.
Who should I contact if I have problems with the site?
Please send any enquiries or questions about the platform to email@example.com.
How do I edit my profile?
Your profile is your way of helping the network get to know you, demonstrating your expertise and interests and showcasing your contributions. To edit your profile, visit the Edit Profile page under your avatar to the top right of the site. Here you can edit your details (name, company etc), create your bio, provide contact and social media details (if you like), and more. You can also set your avatar and, if you wish, make your profile hidden so that only basic information is shown about you to other network members (just your name and avatar).
How do I change my email address?
You can control your email settings on the notification page. This page will allow you to select the frequency of newsletters and choose which rooms and channels you want to include in your Digest.
How do I change my email address?
Go to Account Settings, click the Change Email Address button and enter a new email address and your current password. Click Save Changes and an email will be sent to the new email address containing a link for you to click to confirm the change.
How do I change my password?
Go to Account Settings, click the Change Password button and enter your current password and a new password. Click Save Changes to confirm the change.
How do I delete my account?
To delete your account, go to your Account Settings page and scroll down to the Delete Your Account section. Click the button and follow the instructions to delete your account. Your account will be deleted permanently in one hour and will not be able to be retrieved.
How do I set/change my avatar?
Profiles with avatars get more views and they help the community get to know you so make sure you’ve got one! To set or edit your avatar, go to the Edit Profile page and you’ll see the tool for changing your profile picture at the top of the page.
How do I help fellow SOURCE members get to know me?
The 5 best ways to help fellow SOURCE members get to know you are:
- Complete your profile so others know more about you than just your name
- Like and comment on content so others know what you’re interested in
- Ask questions so we know what matters to you
- Start and join conversations in rooms to share your views and connect with others
- Contribute a post, video or document.
How do I create posts, videos and documents?
Depending on your permissions/subscription on the network you’ll be able to create posts, videos and/or documents. The easiest way to do this is by clicking the relevant button on your contribution bar on the homepage (the one with your picture on it). Alternatively, click “Contribute” in the top right-hand corner and select the content type.
What is “following” and why should I do it?
“Following” is a great way of making sure you don’t miss out on the expertise that matters to you. By following a member you will be notified by email whenever they create content or start a conversation. What’s more, they will be notified by email when you follow them so it’s a great way to introduce yourself! Wherever you see a member’s avatar, you can either click on the follow button alongside or click their avatar to be taken to their profile page, on which you will find a “follow” button. If you don’t want to be notified by email when you are followed, you can opt-out of this email in Notification Preferences in the Account Settings section.
How do I start/join a discussion?
Discussions take place in rooms, dedicated spaces for special interest groups. Anyone can take part in any conversation in any room. Simply click on the room in question and then the Discussions tab. You’ll either see the active conversations in the room or a message that tells you ‘There are no discussions in this room’. If that’s the case, don’t be shy! Feel free to start a discussion on a topic of relevance to the room in question. Click the “Start a discussion” button and enter your discussion opener, be it a question, an opinion or a link to something interesting, and expand on your opener in the “What’s on your mind?” box. Click Post and wait for the responses to come in! You’ll be notified by email when they do and then you reply to the discussion directly by just replying to the email.
To take part in an active discussion, click the title of the discussion you want to join and enter your response in the “Leave a reply” box before clicking the “Reply” button. The person that started the discussion and anyone that has previously taken part will be notified by email about your reply and invited to respond, which you can do by email.
What are video panels and how do I have one?
Video panels are a limited feature of SOURCE that are only enabled in specific circumstances and membership plans. Please contact the SOURCE team if you would like to know more.