The User Management page allows Buyer Admins to manage user accounts within your organisation. 

If you intend to add several new users, we recommend reaching out to us in advance, as this may impact your subscription limits and result in additional charges.

To add a new user:

  1. Go to the User Management Page
    You can find this in the admin menu. The page contains four tabs:

    • Account (default page)

    • Covering Officer

    • View Permissions

    • Placeholders

  2. In the ‘Account’ Tab
    This tab displays all user accounts created under your organisation.

    • Only users with Active status can log in.

    • Users marked Inactive are deactivated accounts.

  3. Click the ‘Add’ Button
     
    Use this to create a new user account. You will need to fill in the following details:

    • Name

    • Department

    • Login ID

    • Email

    • Phone (optional)

    • Approval Workflows Assigned

    • Roles

  4. Save the User
    Once added, the new user will appear in the Account list.