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You If you are an organization admin, you can view users in your account under the Users tab of Organization Settings.

To invite new users, click Invite New User on the right side of the page above the user list search bar.

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email for each organization.

User Permissions

To give an invited user permission (or edit permissions for an existing user) click + Add a Team to add a new team. 

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Here's a screenshot for reference:

Teams

Teams are a collection of functions (or phases) that a given team should have access to. The "Manager" and "Can Write" permissions are granted at the user level - teams specify the phases that can be accessed. 

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Admins can use the teams available out of the box, modify them, or create their own. 

Determining Access


Once your team phases are set up, you can add your users to the teams and determine their level of access on two levels - Manager vs. Rep and Read Vs. Write.

Screen Shot 2021-01-26 at 1.54.00 PM

Manager vs. Rep permissions:

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Please note: That there are some permissions that require you to be a write manager, primarily in settings. You have to be a write manager in order to edit defaults settings for your organization. This includes things like commission models, dispositions, equipment, project cost controls, proposal templates, and most organization settings (i.e. teams, users, etc). 

Related Articles

You might also want to check out these related articles:

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