Article Summary
Create and invite users to AutoRFP by setting up their profile details and assigning appropriate roles (User, Content Manager, or Administrator). New users receive email invitations to set up their accounts and begin collaborating on projects.
Estimated Time
<1 minute per user
Prerequisites
Administrator permissions (only Admins can manage users)
User's email address and basic information
Understanding of role permissions and team structure
Step-by-Step Instructions
Step 1: Access User Management
Navigate to your Organizational Settings via the left toolbar
Click the Users tab.
The User Management page displays all existing users.
Step 2: Start Creating a New User
Click the Add User button in the top right corner.
The user creation form opens.
Step 3: Enter User Details
Complete the following required fields:
Personal Information:
First Name: User's first name
Last Name: User's last name
Email: Where invitation and future notifications will be sent
Job Title
Team Assignment:
Team: Select the team for this user
Role (permissions): If a user is Content Manager or Admin, they receive notifications when content is flagged for their assigned team
💡Assigning User Roles
Select one of three roles based on required permissions:
User:
Can create projects and respond to RFPs
Basic access level for team members
Content Manager:
All User permissions
Can modify source materials and manage content library
Receives flagged content notifications for their team
Administrator:
All Content Manager permissions
Can manage users, teams, and billing
Full organizational access
Step 4: Send Invitation
Review all entered information for accuracy.
Click Add User.
System sends email invitation to the user within seconds.
New user appears in the Users list.
Step 5: User Account Setup
The new user receives an email invitation and will:
Click the invitation link.
Choose to use SSO or create a password.
Complete account setup.
Access their AutoRFP dashboard.
💡 Tips & Best Practices
Assign Content Manager to subject matter experts managing specific content areas
Limit Administrator role to minimize security and billing access
✋🏼 Mistakes to Avoid
Not setting job titles - makes assignment dropdowns unclear
Forgetting to assign users to teams - missing important notification workflows
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en