Once logged in to your account, click the Profile icon in the sidebar, which will take you to your company’s profile page. Click the “Invite team member” button, and you will be able to conveniently invite new team members:



Note that you can choose whether or not this team member is displayed on your account’s profile page.


All team members (users) can perform invoicing activities and collaborate with business partners. However, only admins can add new team members and can update the company profile.


Just choose the appropriate role for your new team member from the drop down menu.



Role type Permissions
Company Admin All access, enabling the user to edit users, account details and profile details.
Company Admin Without Documents Can add, maintain, delete connections, maintain connection properties. Can maintain a company profile.
Accounts Payable Manager Can add, maintain, delete document drafts and dispatch them, change document state. Cannot change document state when a workflow is active. Can archive document, add, maintain & delete connections, maintain connection properties, view users.
Accounts Payable Can add, maintain, delete document drafts and dispatch them, can change document state. Cannot change document state when a workflow is active. Can archive documents. Can add, maintain, delete connections. Maintains connection properties and views users.
Requester Has permissions same as Read-only user with an extra permission to create Purchase Requests.
Supplier Onboarder Can add, maintain, delete document drafts and dispatch them, change document state, archive document, view connections, view users.
Supplier Validator Can add, maintain, delete document drafts and dispatch them, change document state, archive document. Can add, maintain, delete connections, view users.
Read-only Can view documents, view connections, view users.
Read-only For All Documents Overrides Document Access Control, if enabled. The role doesn’t give view access to document as such, and hence must be paired with e.g. Read only.
Read-only Plus Documents Can add, maintain, delete document drafts and dispatch them, change document state. Cannot change document state when a workflow is active. Can archive document, view users, create and view connections.
Read-only Plus Conversations  Can view documents, view connections, view users.
Limited Access Can view users. Can login and see profile.
Queue Manager Can see all tasks in the company, define queues, manage auto assign, delegation and substitution rules for users.
Task resolver Doesn’t provide any permissions, but controls routing only.
Accounts Payable Documents Handler Can add, maintain, delete document drafts and dispatch them, change document state. Cannot change document state when a workflow is active. Can archive document, view connections, maintain connection properties, and views users.
Quote Documents View-only Access Has only the permission to view quote type of documents and can view users.


When adding a new team member, they will receive an invitation email from Tradeshift. All they have to do is click the link, set a password and they will be added to the account.


If you would like to manage your team members, access this article.