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How can I add more users to my Tradeshift account?
Created on 2017-01-25 12:13:15; Last updated on 2020-09-19 12:00:07
It’s very simple! Once logged in to your account, simply 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.
There are three user roles you can give to your team member, Admin, User or View-only. The differences are as follows:
|Admin||All access, enabling the user to edit users, account details and profile details.|
|User||All access except adding or removing users, editing account details and updating profile details.|
|View-only user||View only access. Can view transactional data, users, account details and profile details. If the user is assigned a To-Do item, the user can perform Document processing actions in Workflow (code/verify/approve/reject).|
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!
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