Welcome to Cobuilder Training Portal

Note that only users with Platform admin user role can manage users in the organisation.

Go to Team members after you have logged in.

You will see an overview of all users in your organisation. You can filter them by name, email, user role and user status.

Click on Invite user to add new users.

Enter the user’s email address. To choose a user role, click on the arrow to the right of Cobuilder Collaborate:

Here is a description of the different roles:

• Company admin – if you created the Collaborate account, then you already have company admin rights. You are able to manage all the projects in the company’s account, create users and update the company profile. You can register as many company admins as you need.
• Company admin with Exposure register management – can make changes to company settings, all projects in the company and exposure registers
• Company user – the user will gain access to all projects in the company’s account without being able to make any changes.
• Region manager – the user will gain access limited to specific regions only. He will be able to manage the projects in the respective region by adding products and inviting companies.
• Region user – the user will gain access limited to specific regions only. He will be able to view all the project information without making any changes.
• Project admin – the user will gain access limited to specific projects only. He will be able to manage the project by adding products and inviting companies.
• Project user – the user will gain access limited to specific projects only. He will be able to view all the project information without making any changes.

You can choose whether the new user should also be given a Platform administrator role in order to manage users.
Click on Send when you’re done.

After the invitation has been accepted, the new user will be created.

If you have given the user Project Admin or Project User role, you must also add them to the project from the menu Manage Company and Users in Collaborate.

If you have created a Region manager/user, you will have to assign them their region by going to the next tab Assign regions to user.

The invitations are valid for 30 days. You can resend an invitation or cancel it by clicking on Invitations:

and then opening the menu from the three dots on the right: