Add a user to your organization

Company administrator users can add users to their organization through the My Company page. The users that are added can access only the information and the business documents of the organization that they were added to, and all subsidiaries of that organization.

  1. On the upper-right corner, click [Your Username] > My Company.
  2. Click the name of the organization that you want to add a new user to.

    If your company is made up of a single organization, you are taken directly to the My Company page without you having to click the name of an organization.

    If your company is made up of multiple organizations, each child organization is displayed on this page in alphabetical order.

  3. Click More Actions > Add User.
    The Create New Account view opens.
  4. Enter the new user's details.
    After you have saved the username, you cannot change it later.
    Under Role, set the user role:
    • End user: End users can see and work with the business documents that your company has received. If Vendor Manager is in use, end users can also create new supplier requests, and search and view existing supplier profiles.
    • Company Administrator: In addition to working with business documents, company administrators can add new users and organizations under your company. If Vendor Manager is in use, company administrators can also create new supplier requests, search and view supplier profiles, put suppliers on hold, export supplier information to a file, invite suppliers to maintain their own profile with the campaign tool, review, approve, and reject tasks during the workflow.
    • Vendor Manager Administrator: This option is available if Vendor Manager is in use. Vendor Manager administrators can manage suppliers from multiple companies. They can also hide the Documents view from the top navigation. This way they can give only supplier administration rights to a user. To enable this role, please contact Basware Support.
    Basware Network validates the contents of the fields and notifies you if the content of a field does not pass validation.
  5. Click Save Changes.
After you click Save Changes, Basware Network sends an email to the new user. The email contains an activation link that the user can use to activate their account and set a password. They can start the use of the service when they have activated their account and set a strong password.