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