# BRM Support Page ## Docs - [What is BRM?](https://docs.brm.ai/content/get-started/what-is-brm.md) - [Product Overview](https://docs.brm.ai/content/get-started/product-overview.md) - [BRM Lite Onboarding](https://docs.brm.ai/content/get-started/brmlite.md) - [Agreements Overview](https://docs.brm.ai/agreements-overview.md) - [The Relationship](https://docs.brm.ai/the-relationship.md) - [Email in The Relationship](https://docs.brm.ai/email-relationship.md) - [Overview of Ask AI](https://docs.brm.ai/product-features/ai/ask-ai.md) - [BRM's AI Functionality](https://docs.brm.ai/product-features/ai/ai-functionality.md): From understanding contract terms to surfacing insights on vendors and transactions, BRM’s AI features are integrated across the platform to help you automate, search, summarize, and act with context. - [Understanding Vendors, Softwares, and Agreements](https://docs.brm.ai/product-features/data-model/understanding-vsa.md) - [How to add contracts to BRM](https://docs.brm.ai/product-features/importing/other-ways-contracts.md): See all the different ways you can add contracts to BRM. - [How to assign owners](https://docs.brm.ai/product-features/renewal/assign-owners.md) - [Notifications](https://docs.brm.ai/product-features/renewal/owner-notifications.md) - [Request Workflow Overview](https://docs.brm.ai/product-features/requests/request-overview.md): The request workflow in BRM is the primary way to bring in new vendors and softwares into your company. In this article we will go over the anatomy of a request workflow. - [Creating your First Request Workflow](https://docs.brm.ai/product-features/requests/firstrequest.md): Request workflows are a core part of the procurement process in BRM. In this guide, you’ll learn how to create your first request workflow by building a standard software purchase workflow. - [Customize Request Flows with Criteria](https://docs.brm.ai/product-features/requests/customize-request.md): You can further customize your request workflows by adding or removing criteria to ensure you collect all necessary procurement information. - [How to Create Custom Criteria](https://docs.brm.ai/product-features/requests/custom-criteria.md): This guide walks you through the process of creating and managing criteria in your organization's settings. Follow these steps to customize how vendor, software, and agreement objects are maintained in your system. - [How to Edit an Active Request](https://docs.brm.ai/product-features/requests/edit-request.md) - [Overview of the Slack integration](https://docs.brm.ai/product-features/slack/overview-slack.md): There are three core features of the BRM Slack integration: - [Overview of BRM Categories and Criteria ](https://docs.brm.ai/product-features/table-views/overview.md) - [Navigating within tables](https://docs.brm.ai/product-features/table-views/navigating-tables.md) - [Vendor, Software and Agreement List Views](https://docs.brm.ai/product-features/table-views/listview.md): This article will teach you how to personalize your list views by customizing columns, applying filters, and saving tailored views. - [Software and Vendor Sharing](https://docs.brm.ai/product-features/table-views/sharing.md): Share data permissions on a Software or Vendor page. - [Claude MCP](https://docs.brm.ai/brm-mcp.md): Connect BRM to your Claude workspace using the Model Context Protocol (MCP) so you can query vendors, agreements, and spend data directly from Claude. - [Integration Overview](https://docs.brm.ai/content/integrations/integration.md) - [Netsuite Integration](https://docs.brm.ai/content/integrations/accounting-erp/netsuite-token.md): This article covers specific instructions on how to connect Netsuite Token-Based Authentication to BRM. If you would like an overview of how the integration works, read our FAQ here. - [Netsuite Integration FAQ](https://docs.brm.ai/content/integrations/accounting-erp/netsuite-faq.md): Common questions about connecting BRM to Netsuite - [Quickbooks Online](https://docs.brm.ai/content/integrations/accounting-erp/quickbook.md): How to integrate QBO - [Brex integration](https://docs.brm.ai/content/integrations/credit-card/brex.md): Description of your new file. - [Ramp Integration](https://docs.brm.ai/content/integrations/credit-card/ramp.md): Description of your new file. - [Deel integration](https://docs.brm.ai/content/integrations/HRIS/deel.md): Description of your new file. - [UKG Integration](https://docs.brm.ai/content/integrations/HRIS/ukg.md) - [Slack integration](https://docs.brm.ai/content/integrations/messaging/slack.md) - [Anthropic AI Usage Integration](https://docs.brm.ai/anthropic-ai-usage.md) - [OpenAI Usage Integration](https://docs.brm.ai/open-ai-usage-integration.md) - [OpenRouter AI Usage Integration](https://docs.brm.ai/openrouter-integration.md) - [Cursor AI Usage Integration](https://docs.brm.ai/cursor-usage-integration.md) - [Gemini Enterprise Agent Platform Usage Integration](https://docs.brm.ai/google-vertex-ai-usage-integration.md) - [Cloudflare Workers AI Usage Integration](https://docs.brm.ai/cloudflare-workers-ai-usage-integration.md) - [Azure AI Foundry Usage Integration](https://docs.brm.ai/azura-ai-foundry-usage-integration.md) - [xAI Usage Integration](https://docs.brm.ai/xai-usage-integration.md) - [AWS Integration](https://docs.brm.ai/aws-integration.md) - [Security Information](https://docs.brm.ai/security/security.md) - [Contract Collector - Data security & privacy](https://docs.brm.ai/security/contractcollectorsecurity.md) - [BRM's Trust Center](https://docs.brm.ai/security/trustcenter.md) - [Okta](https://docs.brm.ai/identity/okta.md): BRM integrates natively with IDP providers including Google, and Okta. From the IDP providers BRM is able to determine who within your organization is using which software, the frequency of use, and what scopes and permissions the software has access to. - [Okta SSO](https://docs.brm.ai/identity/oktasso.md): This guide provides information on how to set up Okta as an IdP for BRM. - [Google SSO](https://docs.brm.ai/identity/googlesso.md) - [Microsoft SSO](https://docs.brm.ai/identity/microsoftsso.md): You can log in to BRM using your Microsoft account linked to your BRM profile. - [Microsoft Entra ID](https://docs.brm.ai/identity/microsoftentra.md): You can integrate your Microsoft Entra ID account with BRM to access sign-in logs directly in the platform. Follow the steps below to complete the setup. - [IAM Integration FAQs](https://docs.brm.ai/identity/IAM.md) - [Login Method Controls](https://docs.brm.ai/identity/login-methods.md) - [Roles & Permissions](https://docs.brm.ai/users/RolesPermissions.md) - [How to Add Users](https://docs.brm.ai/users/howtoadd.md) - [BRM Service Level Agreement (SLA) Times](https://docs.brm.ai/users/support.md): At BRM, we are committed to delivering responsive and reliable support. To ensure consistency, we measure our performance against Service Level Agreements (SLAs) for all support issues. - [Contract Collector Email Notification Cadence](https://docs.brm.ai/contract-collector-notification-cadence.md) - [Use Cases](https://docs.brm.ai/usecasemainpage.md): BRM works for many different roles and functions within companies. Check out yours below! - [BRM for Approvers](https://docs.brm.ai/content/use-case/brm-for-approvers.md): BRM entrusts approvers with validating softwares and vendors before purchase, during use, and upon renewal. It caters to key areas like finance, legal, compliance, and IT, highlighting that even free solutions need thorough vetting to avoid risks and ensure they meet company policies. - [BRM for Owners](https://docs.brm.ai/content/use-case/brm-for-owners.md): Description of your new file. - [BRM for Requestors](https://docs.brm.ai/content/use-case/brm-for-requestors.md) ## OpenAPI Specs - [openapi](https://docs.brm.ai/api-reference/openapi.json) ## Optional - [Use BRM](https://app.brmapp.net/) - [Blog](https://brm.ai/blog)