Relevant to: Buyers and Site Operator
Navigation tree: Settings > Account > Team Members
In the Settings module under the Account feature, you'll find the Team Member tab that allows you to view a list of Team Members and their allocated roles. You can create new and edit existing team members and their roles.
Adding a Team Member
- If you are the account administrator, in the top right you'll see a green button titled New Team Member, click this.
- A new form will display where you can enter Details about the new Team Member including First Name, Last Name, Email and Role (explained below).
- After entering all the details, press the green button, Create Team Member - you will be returned to the List of Team Members.
- The new Team Member will now be viewable on the list of Team Members and will receive an email with instructions on how to access their account.
Administrator: Has complete unrestricted access across all modules subscribed to by their company. The Administrator is the only Team Member who can add and/or edit Team Members' roles. More than one Team Member can hold the Role of Administrator.
Full User: Has complete unrestricted access across all modules subscribed to by their company.
Transactional User: Has access to the Transactions Module only.
Storage User: Has access to the Storage Module only.
Restricted Transactional User: Has view-only access, in the Transactions Module, to the specific contracts that are assigned to this particular Team Member. This ensures no confidential information is available to new users created as a new contact on a contract.