Who is this for?
Account Admins who manage user access to Cotiss.
When does this happen?
You might need to add a new user when:
You’re setting up Cotiss for the first time
Someone new joins your procurement team
A team member needs access to review or approve procurements
You’ll need the person’s name and email address to get started.
Add a new user:
Go to the Account Settings area in the bottom-left menu.
Click on the Team Members tab.
Select + Invite user.
Enter the new user’s:
Email address
Role (choose from Admin, Evaluator, Collaborator, etc.)
Click Save.
The user will receive an email invitation to join Cotiss and automatically be added to the Pending state. Once the team member has accepted, they’ll have access based on the role you selected and be added to your list of Active Users.
The below information is only applicable if your account is not set up with SSO
Accepting a users request to join your account:
Users within your organisation will be able to request to join your account. If they do so, account administrators will receive an email notifying them of the request.
In account settings admins will be able to view and accept or reject that request.
If accepted, the user will receive an invitation email requiring them to complete their login credentials.
Why does this work this way?
User access is role-based to ensure data integrity, visibility control, and audit readiness. Only Admins can invite or manage users to maintain a secure and centralised access process.