Learn how to assign the right user type for new users and deactivate users
Adding Users & User Type Permissions
Did you know you can add additional team members to help manage your account information? To do so:
- Click on the Main Menu
- Select Account
- Click Add User
- Enter First Name, Last Name, Email, and Privilege Level
- Click Add Account
User Types & Permissions
- Primary Admin: Access to all areas of the account and recipient of all platform notifications
- Admin: Access to all areas of the account
- Sales: Access to opportunities when assigned as the Primary Contact
- Marketing: Access to the vendor marketing tools
- Billing: Access to payment reconciliation for vendors enrolled in the Vendor Incentive Program (VIP)
TIP: Provide Admin access for users who will manage the Profile, Products, Matching Survey, or RFI.
Deactivating Users
Any user with an Admin user type can deactivate a user.
- Go to Account
- Select the user from the list
- Click the red Deactivate button
- The user will no longer be able to log in