Add your users

To make full use of the platform, you can invite your colleagues / employees to create an account and help you manage the platform, or login on behalf of your organization in applications of your supply chain.

Invite users:

To invite users (your colleagues / employees) to your organization, follow these steps:

1. Go to Customer Portal

2. Navigate to the 'Users' section in your organization's dashboard.

3. Click on 'Invite Users'.

4. In the pop-up window, enter the email addresses of the individuals you wish to invite.

5. Set their role (e.g., Admin, Member, Guest) and their organizational unit.

6. Click 'Send Invites'.

7. An email will be sent to these individuals with an invitation to join your organization.

Import users (coming soon):

To import users (bulk invite) from a CSV file, follow these steps:

1. Use the template to prepare a CSV file with the necessary information such as email addresses, groups, and organizational units.

2. Navigate to the 'Users' section in your organization's dashboard.

3. Click on 'Import Users'.

4. Select your prepared CSV file and upload it.

5. Confirm the information and click 'Import'. The users listed in the CSV file will be added (invited) to your organization.