User Management
The people invited to your Organizations and Accounts are called Users. Organization Owners can add or manage Users. To manage team member access, click Users on the menu to the left of the page.
Add Users
1. Click Add Users on the right side of the page.
2. Fill in the User Info and Organization Role fields.
Email Address: Enter the member's email address you want to add.
Organization Role: Select the appropriate Organization Role for this member.
There are three options for Organization Role:
Owner: An Owner has full administrative rights to the Organization and all Accounts within it, and the ability to manage other Users and Account Roles.
Member (Supply Manager): A Supply Manager can access all Accounts within the Organization and manage deals and exchange settings within the Organization.
Member: A member can access only the Accounts that the Organization Owner has added them to. The Organization Owner can edit their Account Role by selecting an Account Role.
Choose to add the user to an account and/or team.
Press Save to complete the process. The new user will receive an email at the specified address, prompting them to set their name and password before accessing the platform.
Edit User Permissions
To edit the permissions of an existing user, click on the pencil icon.
Click the Show Details button.
The edit window will open on the right side of the screen. There are three tabs: Organization Access, Team Access, and Account Access.
Organization Access: Allows the Organization Owner to assign the Organization Role for the user.
Account Access: Allows the Organization Owner to assign the Account and the Account Role for the user or add additional Accounts and Account Roles.
Information: Allows you to view the name and email address of the user.
Click Save.
Delete User
To delete a user, click the trash can icon. A pop-up will appear; click OK to delete the team member.
