Adding and Managing Access for your Organization

Organization Owners can manage all valid users for a bidder organization. This guide provides step-by-step instructions for adding users and granting them Bid Hub access by assigning the Organization Owner role.

Organization Owners can manage all valid users for a bidder organization via the Account Settings-Users page. If Bid Hub is enabled, adding users with the role of Organization Owner also enables Bid Hub access for those individuals. Below are the steps to add and manage users.

Adding users

  1. Click the gear icon in the upper-right corner to navigate to the Settings page.

    Settings gear icon location

    Figure 1. Settings icon location

  2. Select the Users option on the left-hand navigation panel to view all active and inactive users, then click + Add User.

    Colleagues list and Add User action button

    Figure 2. Users management screen and Add User button

  3. Input the required details in the Add User window. To grant Bid Hub access, set the user role to Organization Owner.

    Add User role selection modal

    Figure 3. Add User dialog with Organization Owner role selected
  4. Click Save to complete the setup. The added user will receive an email invitation to confirm access, after which Bid Hub visibility will be enabled upon login.

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