Overview
Administrators can manage team members within their account by adding new users, updating permissions, or removing existing members.
Note: Only users with Admin permissions are able to manage team members on their account.
Accessing the Team Management Page
Log in to your account.
In the top-right corner, select your name.
From the dropdown menu, select Settings.
Under Organizations, select Team.
You will now see a list of all existing members associated with your account.
Adding a New Team Member
Select the + Add Member (blue) button.
Enter the email address of the team member you would like to invite.
Assign the appropriate role.
Send the invitation.
Role Permissions
Admin users have the ability to view and take action on all RFPs that come into the account.
If a user needs full access to incoming RFPs and account management capabilities, they should be assigned the Admin role.
Email Domain Requirement
Important
The email address of the invited user must match the company email domain associated with the account.
For example:
If your company email domain is @dreamoutdoors.com, all invited team members must also use @dreamoutdoors.com.
If the domain does not match:
The platform will return an error message
The invitation will not be sent
Editing User Permissions
If you need to update a user's permissions:
Locate the user in the Team member list.
Select the arrow next to the user's name.
Assign the appropriate permission level or role.
Removing a Team Member
Locate the user in the Team member list.
Select Remove next to their name.
A confirmation prompt will appear.
Select Yes to confirm.
The user will then be removed from the account and no longer able to log in.