Those with the role of ADMIN are allowed access to the "User Management" tab.
1) To add a new user, go to the “User Management” tab.
2) Click Add New User and fill the required fields.
3) Fill the fields, select the role you want to give the user (Admin or User**) and click SUBMIT.
a. NOTE: the email cannot be changed once submitted.
b. Be sure to specify an individual user email address rather than using a group email account and assign the appropriate role and submit.
4) The message, “User Successfully Created,” will pop up in a green banner.
** Admin role gives access to the application AND the ability to create, modify, deactivate/activate, and re-invite users.
** User role gives access to the application only (i.e. will be able to create po/non-po based invoices). Those with the user role will NOT be able to view the “User Management” tab.After having created the user, you will see the “Terms Accepted” field as NO if you click on the down arrow next to the user name (do NOT click on Edit to see this information).
The user will automatically receive an email:
