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Procure: Add people in the Management Area
Procure: Add people in the Management Area

Learn how to add people in the management area.

Angelica Medallo avatar
Written by Angelica Medallo
Updated over 7 months ago

ℹ️ This feature is only available to Administrators in the Management Area.

To Add users into the Management Area follow these steps:

  1. Login to your Management Area.

  2. Click on Your Users under the Manage section on the left hand side.

  3. Click on Add in the top right of your screen and select one of the user types:



    Administrator:

    - Can see all Data Rooms created via the Management Area

    - Can create/delete any Data Rooms

    - Can create/delete users

    Room Creator:

    - Can ONLY see Data Rooms they have created or in which they are administrators

    - Can create Data Rooms and delete Data Rooms they have created
    - Cannot see the other users of Management Area and have no access to Security defaults.

    Viewer:

    - View only role, can see all Data Rooms created via the Management Area

  4. Enter the email addresses of the users you want to add.

    💡Tip: You can add multiple people in one go by simply copy and paste the email of the person you wish to add. Make sure each email address is separated by a comma, semi-colon, space or line-break. They will be added to the Management Area with the same role.

  5. Choose Room role (only available if adding Administrator and Viewer in the Management Area).

  6. Click on Send email invites

  7. Click Add and invite

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