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Managing Users and Permissions

With the Users and Permissions functionality, you can easily invite new users, adjust their roles, and manage access. In this article, we’ll walk you through the steps.

Table of Contents

  1. How do I invite a user?

  2. How do I change or remove a user’s role?

  3. How can I view the permissions per role?

Inviting a User

Follow these steps to add a new user:

  1. Go to Settings (bottom left in the menu).


  2. Click Users and Rights.

  3. Click the Add button.

  4. Enter the new user’s email address.

  5. Select the user’s role (e.g., Bid Manager, Bid Director, or Text Writer).

  6. Click Send or Send & Close.

The new user will receive an email with an activation link to gain access.

You can easily update a user’s role or remove them completely:

  1. Click the three dots next to the user’s name.

  2. Choose:

    • Change role: Select a new role and save your changes.

    • Remove user: Fully remove the user from the environment.

Viewing Permissions per Role

Want to know which permissions are linked to a specific role? Follow these steps:

  1. Click the Roles tab in the menu.

  2. Click a role (e.g. Bid Manager, Bid Director, or Text Writer).

  3. The permissions for that role will now be displayed, including access restrictions and privileges.