Site Users allows you to manage both internal (people at your company) and external (buyers / producers) users.
Navigate to ONE Admin > Admin > Users
This screen shows all existing users in the system 👇
Add a New User
To add a new user, click the + New User button in the top right corner.
You'll then be taken to a form to input required information about the new user.
Title: Choose from MR, MRS, MISS OR MS.
First Name: Input user's first name
Last Name: Input user's last name
Company: Choose a company to assign the user to from existing companies in the system. If they belong to a company that doesn't yet exist, add it by following the instructions in this article.
Job title: Input user's job title
Telephone: Input user's phone number
Email: Input the email address the user will need to log in with
User Type: Choose from internal or external
Roles: Choose a role for the user. For information on managing roles, read this article
Password: Input a password with at least one uppercase letter, one number & 8 characters long
Edit an Existing User 🙋♀️
Click Actions > Edit to the right of the user you'd like to edit.
Suspend a User 🙅♂️
Click Actions > Suspend User. To Unsuspend, go back to the user and Actions > Unsuspend User
Approve a User 👍
Go to the Approvals section in Admin. The Pending tab shows Users waiting to be approved or rejected.
Review application and you're given the option to assign a company and Account Manager, then either approve or reject the user 🙂