Invite and Manage Users
- Tracy Archuleta
- Emily Goleski
- Andy Murray
This guide is for users with the Buyer Administrator role.
Navigate to User Management
From the home screen, click “User Management” on the left sidebar. If you do not see this option, this means you do not have the Administrator or Oversight required permissions.
Click on the + button to Invite New Users.
3. In the Invite Users feature, enter the email address of the user you wish to invite into the Email Addresses field.
You can enter multiple email addresses by hitting “Enter” between listing emails.
You can delete/remove an email address by clicking the x next to each email address.
4. Choose the boxes beside the roles to be granted to all of the users who are being invited.
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.
5. Once completed, click Send Invites to send out invitations to the new users.
Once a user has fully registered, they will appear under the User Management table. If they have not registered, they can be located under the Invites tab.
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.