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Understanding Roles
Admin
An admin has the highest level of access within your company account. Admins can:
Manage all settings and configurations.
Invite, suspend, and reactivate members.
Export member lists.
Oversee project settings and access controls.
Member
A member has restricted access compared to an admin. Members can:
Access and work on assigned projects.
Participate in tenders and other project-related activities.
Receive notifications and updates as configured by admins.
Managing Member Access
Invite Members
To invite new members to your company:
Navigate to the Company members page in Company settings.
Click on the Invite Members button.
Enter the email address and any necessary details of the new member.
Select the category.
Click Send invites.
Resend Invitation
If a member has not accepted their invitation:
Navigate to the Company members page.
Find the pending invitation in the member list.
Click on the three dots (•••) next to the pending invitation.
Select Resend Invitation.
Remove a Member
To suspend a member’s access:
Navigate to the Company members page.
Find the member you wish to remove in the member list.
Click on the three dots (•••) next to the member’s name.
Select Remove.
Confirm the removal.
Export Members
To export a list of your company members:
Navigate to the Company members page.
Click on the Export to Excel button.
The member list will be downloaded to your device.