{"id":13194,"date":"2026-07-23T13:17:15","date_gmt":"2026-07-23T13:17:15","guid":{"rendered":"https:\/\/trainingportal.cobuilder.com\/?p=13194"},"modified":"2026-10-27T07:54:58","modified_gmt":"2026-10-27T07:54:58","slug":"how-to-create-and-manage-users-in-cobuilder-supply","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-create-and-manage-users-in-cobuilder-supply\/","title":{"rendered":"How to create and manage users in Cobuilder Supply"},"content":{"rendered":"

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This guide shows how a platform administrator invites and manages users in Cobuilder Supply, which roles are available, and how you as an invited user create your own user.<\/p>\n<\/div>\n<\/div><\/div>\n

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Required role:<\/span> To manage users, you need the Platform administrator<\/strong> role. It lets you invite new users, change roles and deactivate users in your organisation.<\/span><\/p>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div>
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Invite a new user<\/h2><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>
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1<\/p>\n<\/div>\n<\/div><\/div>\n

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After you have logged in, go to Team members<\/strong>.<\/p>\n<\/div>\n

<\/a><\/span><\/div>\n<\/div><\/div>\n
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2<\/p>\n<\/div>\n<\/div><\/div>\n

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Click Invite user<\/strong>.<\/p>\n<\/div>\n

<\/a><\/span><\/div>\n<\/div><\/div>\n
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3<\/p>\n<\/div>\n<\/div><\/div>\n

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Enter the email address of the user you want to invite.<\/p>\n<\/div>\n

<\/a><\/span><\/div>\n<\/div><\/div>\n
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4<\/p>\n<\/div>\n<\/div><\/div>\n

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Select the Platform role<\/strong>, and then select the role the user will have in Cobuilder Supply<\/strong>.<\/p>\n<\/div>\n

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5<\/p>\n<\/div>\n<\/div><\/div>\n

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Click Send invitation<\/strong>. The system automatically sends an invitation to the user\u2019s email address.<\/p>\n<\/div>\n<\/div><\/div>\n

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6<\/p>\n<\/div>\n<\/div><\/div>\n

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The invited user opens the invitation in the email, clicks the link and creates their user by following the steps and filling in the required information.<\/p>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div>
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User roles<\/h2><\/div>\n<\/div><\/div>\n
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When you invite a user, you select one platform role and one role for each product the user should have access to.<\/p>\n

Platform role:<\/strong><\/p>\n