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Add and manage team members

Users can be members of multiple contracts simultaneously.

Written by Sabine Bunese

Prerequisites

  • Subscribed user account

Under this group, the administrator can add team members and define their roles and permissions within the company's EAO instance. Team members must also have an EAO account. The subscription status will be displayed on the team members' panel:

  1. Click Add Team Member. The "Invite Team Member" window will open.

  2. Fill in the contact fields.

  3. Set the roles and permissions. These are categorized into: Sites/Supplier Modules, Subscription Information, and Contract Settings.

  4. Click 'Finish'.

NOTE: a Guest user's ability to modify settings is determined by their assigned team member role. Before making any changes, ensure you have selected the correct contract.

To adjust roles or exclude a team member, click the 'Modify' or 'Remove' buttons.

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