How to invite new users

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:
  1. Copy the invite URL (leftmost button) 
  2. Resend the invitation (middle button) 
  3. View user details (rightmost button)