Navigate to User Management
User management is handled under the "Organization" tab. Only Admin level users can manage other users and their permissions.
Under the "Teams" tab you can create and manage the teams which users can be designated to. See our article on Creating Teams, for more detail on what you can do with the teams function.
The "Users" tab is where you will create, invite, and manage your users.
Create a New User
In the top right corner of the page, there's a button to invite new users to your account.
Set User Details
Details
First & Last Names
Email: The invite and future notifications will be sent here.
Job Title: This will be displayed in the drop-downs when assigning Editors and Reviewers on responses.
Team: If the User’s permission is setup to be a Content Manager or Admin, they will be notified of any sources that are flagged for the team you have selected. Refer to the Teams guide for more information.
Roles
You can assign them one of three roles (permissions):
User: Can create and respond to RFPs.
Content Manager: Can do anything a User can, plus modify source materials.
Administrator: Can do anything a Content Manager can, plus manage users, teams, and billing.
There is a detailed outline of roles and access here.
Send Email Invitation
Once complete, click the Add User button. In a few seconds, your new user will receive the below invitation. New users will be prompted to use SSO or create a password before logging into their dashboard.
