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 User

• Edit User Permissions

• Delete Member

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 is only able to access the Accounts that the Organization Owner has added them to. Their Account Role can be edited by Organization Owner by selecting an Account Role as well.

3. Press Save to complete the process. The new user will receive an email to the address specified, asking them to set their name and password before accessing the platform.

Edit User Permissions

1. To edit the permissions of an existing user, hover over their name in the user list.

2. Click the Show Details button.

3. The edit window will open on the right side of the screen.  There are three tabs, Organization Access, Account Access and Information.

• 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.

4. Click Save.

Delete User

To delete a user, hover over their name in the list and click the trash bin icon. A popup will appear, click OK to delete the team member.