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 teams within your organisation. If you're new to AutoRFP.ai, you will have a Default Team to start.

On the page's top right corner is a button to add a team. Click it. Then simply give the team a Name and Description.

These names don’t have to accurately reflect the existing teams in your organisation. These teams are used strictly to maintain content at the moment. So create teams for each topic area. For example, creating a team of Security Experts for a particular market. You can then make this team responsible for reviewing all the security-related tags in that market.

Categories are used to segment your content to ensure you can A) Select only the relevant content when completing a project and B) Ensure that when the content is flagged for review, it’s sent to someone with the permission and required expertise to update it.

In this example, a customer uses the categories to separate their content by Product and Country.

Each team can be assigned none, some or all of the items in a category. Here, we have provided two examples to explain this.

Example 1:

The Global HR SMEs Team is responsible for Human Resources, Recruitment and Learning Management Products. You can see that there is no Assigned Country for this team. This means that all content for these products, no matter the market, will be sent to review to the Global HR SMEs team.

Example 2:

The US Security SMEs Team is responsible for the contest for the Security Product but only within the United States.

As discussed in the examples, you should select multiple categories. You can select one or multiple items for each category with each dropdown.

To add a user to your newly created team, go to the User Management tab and click edit on a user.

You can then click the dropdown and select the team to which you would like to assign the user.