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 members and edit existing members and their roles.
Note: You must be the account administrator to add new team members.
Adding a Team Member
Click the green button titled 'New Team Member' on the top right hand corner of your screen.
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, and the only user that can access the 'Bank Accounts' section in the Settings module. 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.