Create
Company Users
Company users are assigned by the company administrator. These individuals are typically buyers with varying levels of permissions.
Adding your company users
In the left panel, choose Compnay Users.
Select Add New User.
Enter the Job Title of the new user.
If the roles and permissions are defined, choose the appropriate user role. Otherwise, return later to assign the role.
Complete the remaining fields as needed for the user.
By default, the status of the account is active.
When complete, click Save.
Repeat the process to create as many company users as needed.
Editing company users
In the left panel, choose Company Users (see Add Company Users above)
To update a user's information:
Find the user record to be updated, and click Edit
Make the needed changes
When complete, click Save.
Removing company users
In the left panel, choose Company Users (see add company users above)
To remove a user:
Find the user record to be removed, and click delete
The message above will be displayed.
To permanently remove the user, click delete - this removal is permanent and cannot be reversed.
To set the user as inactive, select select as inactive - this will disable the user and can be set to active when required.