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Adding & Managing Users

Learn how to manage and add users to your account

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

On the left side menu and under Settings, click on User Management

User management tab under settings

To add a user to your Design Manager account click on the green + Add button on the top right and enter the user's information and then click on Save Invitation. When adding the user you can select a role for that user which sets permissions for what they have access to in Design Manager. These roles are listed below:

  • Administrator: Allows full access

  • Designer: Can create new Projects, input specifications, create Proposals, but not Purchase Orders. They can also reprint Client Invoices but have no other accounting functions

  • Purchaser: Similar to designer, can create Projects and input Items and Components; they cannot create Proposals but can make Purchase Orders

  • Bookkeeper: Can access all Reports, Accounts Receivable, Accounts Payable and General Ledger functions but cannot add, edit, or delete Proposals and Purchase Orders

  • Design Assistant: Can view but cannot add or edit Projects. They can input specifications and make Proposals, but not Purchase Orders. Access to accounting functions is prevented

Your user will receive an email to the address you entered asking them to login to Design Manager and set-up their username and password

Once a user has been added, you can click on their username and edit:

  • username

  • full name

  • correspondence and account management email

  • title

  • employee name

  • role

You can make the user an administrator by checking in the box to the left which enables them to make changes to the users.

You can disable a user's account by checking in the box to the left which removes their access to Design Manager.

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