To add a new user to your account, navigate to the Users page beneath the Admin Settings in your menu bar. From the Users page, select “Invite New User”. Follow the prompts to provide all required information.
When complete, the new user will receive an email notification inviting them to create a user account.
Account Admins and Group Admins are the only roles that can invite users to an account.
User Roles and Permissions
| Account Admin | Payer | Purchaser | Group Admin | |
| Make Purchases | x |
|
x |
x |
| View Invoices | x |
x |
x (their invoices only) |
x (their group(s)'s invoices only) |
| Make/Modify Payments | x |
x |
|
|
| Invite/Edit Users | x |
|
|
x (their group(s)'s users only) |
| Create/Manage Groups | x |
|
|
|
| Dispute Invoices | x |
x |
|
|
| Order/View Purchase Cards | x |
|
|
|
| Request Credit Limit Increase | x |
|
|
|
Resending an Invite
If you need to resend an invite to a previously invited user, you can do so from the Users page in the Admin Settings. Select the pencil icon on the row of the user. When the Edit User page appears, select the “Resend Invite” button. A message will appear at the bottom of the page to let you know that the invitation email has been resent to the email address listed.