How do I add users?

How do I add users?

You can collaborate on your RFP responses by inviting your colleagues to work with you whether they are helping you:
  • Write your RFP,
  • Answer an RFP/RFI,
  • Manage your Knowledge Library content
Click Settings and select Users from the dropdown list.
From the Users tab, click Add New User.

Then, from the Add New User page, fill in all the required fields and then when finished click Create User & Send Invite.

Please note: a new user invitation will expire after 14 days. After 14 days you will need to resend the invite if the user has not authenticated their account. 

Additionally, you can add net new users, or existing users, directly from the Proposal. Learn more here .


Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request