Adding colleagues to your account
Users get added by invite. Only admins can send out the invites, and invited users by default get the role of a regular user.
Go to the account you want to add them to
Click 'Settings' on the left hand panel
You will see the option for 'Team' near the top left of the page.
At the top of the 'Team' page, click 'Invite User' to enter the email address of your colleague.
Decide their role, between 'User', 'Admin' or 'Spectator' (view only). You can read more about the different user roles here.
If you are a central team, we have a fourth option called 'Central'. If you wish to use this, click the help button and we will guide you from there.
Click 'Send' and you are done!
Your colleague will receive an email invite to join the account and sign-up. While the request is pending, you will see it in Pending invites. Once the account is created, it will show in Active members.
🧑🏫 Quick Tip
If you need to add a colleague to multiple accounts, add them to the first account and get them to sign-up there first. Once they confirm that with you, go to the other accounts and add them with their email in the same way as above. If you need to add them to a lot of accounts, reach out to us in the chat and we will assist you!
Changing user permissions
Admins can change the permissions of other users, including making them admins.
Removing colleagues:
Only Admins are able to remove users. This is how you do it:
Go again to the "Team Section" in the Settings
Find the person you need to remove and click the bin icon next to their name
Done! Your colleague will no longer be able to access this account.
If they are part of multiple accounts, you will need to go into each account and follow steps 1-3 each time. If the user has access to multiple accounts, Proposales can also delete these users upon request. Please reach out to us via the Help-Button and we will be happy to assist you.
