All Collections
Procure
Getting Started
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 a week 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:

    Admin:

    - 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 have been invited to

    - Can create Data Rooms and delete Data Rooms they have created

    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

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

  6. Click on Send email invites

  7. Click Add and invite

Did this answer your question?