How do I add employees to my company account?

How to add a user or employee to your account.

Adding the user manually

1. Click on "Employees" on the left.
2. Click on "Add Employee".
3. From here proceed by filling in the Employee's Details.
   1. Email
   2. First and Last names
   3. Approval limit
   4. Enter a password for the employee and confirm it by typing again. They will be able to change this password after signing in.
   5. Select the roles you would like to assign to the user by clicking on the corresponding checkboxes.
   6. If you use departments in your company, in the dropdown next to "Departments" select specific and select the departments you will like to assign the user to.

   Urgent Note: In the departments dropdown list the "All" option actually means 
   "No departaments". If you want to assign a user to all departments you will 
   have to select all the departments from the list.

4. Click on "Add To Company" to add the user. 

Inviting users to the company

1. Click "Employees" on the left.
2. Click on the "Actions" button.
3. Then click "Invite New User".
4. From here proceed by filling in the Employee's Details: Email, Full name, Approval limit, roles and Departments (See Urgent note above)
5. From here the user will receive an email with a link that will take them to a page where they can enter their account password.

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.