👤 This feature is available for the following applications:
Standalone application ❌
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
In a Consortium application, you may add users to your own company's organisation profile. You may wish to do this to invite other internal stakeholders from across your organisation (e.g., sustainability, legal, finance, etc.)
🛠️ Prerequisites
Not applicable
📝 Step-by-Step Guide
1. Click on the Navigation Menu
2. Locate the Organisations module
Scroll down and use the search bar to type in the organisation or supplier name.
Click on the organisation name to enter its profile.
3. Inside the organisation profile, navigate to the Users tab. Click the green plus icon located on the right-hand side.
4. Fill in the required user details:
Name
Email
Optionally, choose an email invitation template to be sent to the new contact.
Scroll down and click Invite Users to complete the process.
Reminder:
Before sending an invite to a user who should have Application Member privileges:
Make sure to check this box. This ensures the user receives the appropriate access and permissions upon accepting the invitation.
📝 Important Notes
Ensure that email addresses are correctly formatted to avoid invite failure.
Choose the most relevant email template based on your communication tone or message.
You can return to the Users tab to view the status of sent invitations.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.