Adding New Users to your Account

Onboard your team to collaborate on your procurement process

Adding new users to your account

As an account administrator, you will be able to add, remove and manage new users from your 'Team Member' settings via theses simple steps:

1. Login to your Account (You must be an account administrator to add and manage account users)
2. Navigate to the Settings in the bottom left
3. Select 'Team Members'
4. Click '+ Invite user'
5. Input Email Address and select User Permissions 
6. Click 'Save'

Once invites have been sent, users will be emailed an invite to join your account and added to the Pending state.

After Users follow the link emailed to them, to accept the invite  - they will be officially onboarded and added to your list of active users.

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, you account administrators will receiving an email notifying you of the request. In your account settings you will be able to view and accept or reject that request.

If you accept, the user will receive an invitation email requiring them to create their login credentials.