Welcome to Cobuilder Training Portal
In order o add a new user to Cobuilder Supply, you must have the user role Platform admin. Only users with this role have access to manage team members and send invitations to the organization.
After logging into Cobuilder Supply, go to the Team members section from the menu. There, you will find an overview of all users that are part of your organization.
Here you’ll find a list of all users in your organisation.
To invite a new user in Cobuilder Supply, click on Invite user:
- Enter the email address of the person you want to invite.
- To assign a role in Cobuilder Supply, click the arrow to the right of Cobuilder Supply and select the user role.
- You can also choose whether the new user should have platform administrator rights by activating this option.
- Once you have entered all the information, click Send in the top right corner.
Once the user has accepted the invitation, they will have a user in the system.
Invitations are valid for 30 days. If an invitation is not accepted within this timeframe, you can either:
- Resend the invitation
- Cancel the invitation
In order to do this, go to the Invitations tab, find the relevant invitation, and click on the three dots on the right to select the desired action.
For our FAQ on how to create new users in Cobuilder Collaborate, click here.
