1. Introduction

How to properly set up your Observe account.

Before starting here, you should have access to a shared Slack channel and an active Trimwire Observe account.

Setting up your Account

To ensure that your account is properly set up, it's important that every team member involved in paying for vendors has access to Observe. Without this, it can be difficult to make sure that vendors are properly classified and the right owners are assigned.

This page gives you easy access to all the team members that are currently active on Trimwire.

Select the Invite User button

Enter a title and name for the newly invited team member - once you're done, let's move on to connecting your first data source.