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.
Adding and Managing Users
Adding New Users
- Go to Users from the settings menu.
- Click Add User to send out invitations.
- 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.