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How do I add or manage users in the platform?

In Settings>Users you have full control to invite new users to the platform and manage their role.

Updated over 3 months ago

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Adding and Managing Users

Adding New Users

  1. Go to Users from the settings menu.

  2. Click Add User to send out invitations.

  3. Enter the email address and assign a role: Admin or Standard User. Note: The only difference is that Admin users can also invite new users.

Manage Users

Access the Settings>Users tab anytime to manage your users and edit their role.

Tip: Consider inviting key stakeholders from finance, operations, or procurement to get a cross-functional team engaged.

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