Getting Started

When you sign in for the first time, Procuris guides you through onboarding.

Step 1: Create Your Organization

Enter your organization name. This creates your workspace.

Step 2: Define Search Focus

Choose your initial discovery preferences:

• search area (German or European)
• CPV branches
• keywords

Step 3: Notification Preferences

Choose whether you want notifications and how often:

• daily
• weekly

You can also choose whether Procuris should create your first saved search automatically from your onboarding criteria.

Step 4: Finish Setup

After setup, you are sent to Feed.

Guided Tour

On first entry, Procuris can start a short guided tour that highlights:

• Feed
• Searches
• Saved
• Pipeline
• References
• user menu and settings

You can skip or close the tour at any time.

First Actions to Take

1. Review your Feed.
2. Save promising tenders.
3. Move active opportunities to Pipeline.
4. As an Owner, invite colleagues in Settings > User Management.