This guide is for users with the Buyer Administrator role. Inviting Users
Step 1 - Navigate to User Management
From the home screen, click “User Management” in the left sidebar. If you don’t see this option, this means you do not have the Administrator or Oversight required permissions.
Step 2 - Click the + to Invite New Users
Click the + Button in the bottom right of the screen to send invitations to new users.
Step 3 - Enter the Email Addresses of New Users
Enter the email addresses of the users you wish to invite. Use a comma, the space bar, or the Enter/Return key on your keyboard to separate email addresses, then you can enter another. You can delete email addresses by clicking the x next to each email address.
Step 4 - Choose Roles for the New Users
Check the boxes beside the roles to be granted to all of the users you entered above.
Buyer Administrators can invite other users, set permissions, and reset passwords, as well as perform all functionality that Buyers can, at their location.
Buyers can manage Budgets and Purchases at their location.
Step 5 - Send Invites
When you have at least one email entered and the correct roles selected, the “Send Invites” button will become active, indicating your invites can be sent.
Click Send Invites, and the system will generate emails to the invited users with a link to create their accounts. Once the invited users have registered, they will appear in the User Management table.
Note: The email sent containing the create account link is only good for 24 hours so new users need to create their account the day they receive the email.
Managing Users
Users with the Buyer Administrator role at a given organization can manage some aspects of the accounts of other users at the same organization.
Navigate to User Management
To make changes to users you have permission to administer, from the home screen, click “User Management” in the left sidebar. If you don’t see this option, this means you do not have the required permissions.
Name & Email Address
These user profile options are intentionally left to the users to manage themselves, so if you see issues that should be corrected, reach out to users directly and instruct them to update their user profiles.
If users are unable to access their profile information, please reach out to support@fallingcolors.com for assistance.
Roles
Roles are the means for Administrators to grant individual users appropriate groupings of permissions in the system. Administrators can enable or disable roles using the toggles beside each role.
Reset Password
Administrators are empowered to trigger the password reset process for users having trouble signing in by clicking the Reset Password button for that user’s account. This will generate an email with instructions for creating a new password.