Adding Users to Your Organization and Invited Event

This article covers:

Adding Users to Your Organization

  1. Go to ‘Account Settings’ (click on the down arrow next to your Login ID to find this option)

    Figure 1: 'Account Settings' Option
  2. Go to ‘Users’

    Figure 2: 'Users' Option
  3. Click ‘Create User’

    Figure 3: 'Create User' Option
  4. Enter the user's first name, last name, and email address. Then, assign a role:

    • Organization Owner – can add users to the organization, and manage organization details (e.g., organization name, timezone, and default currency)

    • Standard User – when assigned to an event, can view it and enter bids and responses

    • Restricted User – no difference from Standard User at this time

    Figure 4: 'Create New User'
  5. Click ‘Create’. The user will receive an email with a link to create a password.

  6. Click on the 'Home' icon at the top left to return to the list of events

Adding Users to an Invited Event

After adding the users to your organization, you can then add them to events.

  1. Click the down-arrow next to ‘Open’ for the event, and click ‘Manage Team’

    Figure 5: 'Manage Team' Option
  2. Assign a role for this event to each user in your organization:

    • Read Only – can only view the event details and completed bids/responses

    • Read/Write – can enter/edit bids and responses

    • Owner – can enter/edit bids and responses and add team members

    • No Access – the default; no access to the event

    Figure 6: Edit Event Team Membership
  3. Click ‘Close’

The user has been added and appears in the last row of the event details.

Figure 7: Added Team Member
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