How to invite new users
To invite new users to your organization, under the ‘Organization’ dropdown select ‘Organization Members’.
On the Organization Members page, click ‘Invite a New Team Member’.
Fill in the new team member’s details (the email field is mandatory to complete). When inviting a new team member to the platform you can assign them administrator or procurement staff permissions, or leave those options blank to add them as a collaborator.
You can view outstanding invitations in the Users panel and perform the following functions with the buttons on the far right of the user row:
- Copy the invite URL (leftmost button)
- Resend the invitation (middle button)
- View user details (rightmost button)
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