Enterprise leaders can invite new users, see how each user is doing and remove users who have left, handing their work to someone else on your team.
Where to find it
In the left navigation, under Manage, click Users. The page lists everyone in your company with their Overdue Quote Requests, Awarded Quote Requests, Quote requests sent and Properties.
Add a new user
On the Users page, click Add user.
In Add new user, enter their Full name and Email.
If your company uses property groups, select at least one group under Property groups.
Under Add user to properties, search for properties in Add to properties and select the ones this user will work on. You can remove a property from the list before sending.
Click Send invite.
The user gets an email invite. They are added to the properties you chose once they accept it.
See how a user is doing
On the Users page, click a user's name. Clicking a number in their row opens the matching tab.
Use the tabs on their profile:
Performance statistics: Quote requests by status, Properties by status, Vendor awarded by compliance and Budget vs spending.
Quote requests: every quote request this user has sent.
Properties: the properties this user works on. Click Add/Remove properties to change them.
Statistics appear once the user has sent their first quote request.
Follow up on inactive users
When some users aren't active yet, the Users page shows You have inactive users. It can list:
Users who have not claimed their account.
Users who claimed their account but have not sent their first quote request.
Active users who have never awarded a quote request.
Click View next to a line to filter the table to those users. The Users that sent quote requests and Users that awarded quote requests charts give the same picture for the time range you pick.
Remove a user
On the Users page, click the trash icon in the user's row. You can also open their profile, click the three dots menu and click Delete User.
In Remove user, check what the user's portfolio includes (their properties and quote requests).
In Assign to a user, pick the team member who will take over their portfolio.
Click Remove followed by the user's name.
Good to know
Removing a user cannot be undone.
If the user has properties or quote requests, you must choose someone to take them over before you can remove the user.
Only users who have claimed their account can take over a portfolio.
You can't remove your own account.