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Coupa Success Portal

Go-Live User Checklist

This checklist is provided to you as a sanity check to ensure that your users are successfully setup as part of your transition to going live! Feel free to print this page and utilize it as you go through the checklist process.

Action Description Verified

Email addresses

Are they set correctly on everyone's user profile?

 

Roles

Does everyone have the correct role assigned to them?

 

Receive Coupa Administration emails

Your Coupa administrators are they setup to receive emails from Coupa about important updates?

 

Default Chart of Accounts and Account

Do you have the correct default accounts setup, so when they create a requisition the account will default?

 

Approval Limits

Have you double checked the approval limits for everyone?

 

Address Information

If using personal addresses, is the address information correct?  
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