Step 1: Navigate to User Management
Access user management options by clicking on the "Organisation" tab, as depicted in the image above.
Upon clicking, you will be directed to a page showcasing all existing users within your organisation.
Step 2: Invite the New User
In the top right corner of the page, there's a button to invite new users to your account.
Step 3: 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 dropdowns 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.
Email Invite
Once complete, simply click the Add User button. In a few seconds, your new user will receive the below invite.
