How to Add Users to Your Account

2 min read

How to add new users to your team

You can invite team members to join your E1 account by head to the Settings tab, and then the Users tab.

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If you can't see the Users page, you do not have Administrator level access. Reach out to your internal E1 team to request edits by a team member with Administrator access.

If you are an Administrator, click the 'Add New User' button, and fill in your team member's details. Select the Admin button if you would like them to have Administrator access, or leave it unticked for a Standard User.

Your team member will receive an email with a link to join the account.

How to change user roles

There are two types of user permissions on E1, Administrator and Standard.

The following table outlines the different feature permissions for each type:

FeatureAdministratorStandard
Add new team membersβœ…βŒ
Edit team member permissions (set Admin/Standard access)βœ…βŒ
Remove team membersβœ…βŒ
Add a tender projectβœ…βœ…
Issue tender invitationsβœ…βœ…
Receive and manage quotesβœ…βœ…
Issue addendumsβœ…βœ…
Archive a projectβœ…βœ…
Maintain Address Book (including Company and Contact Lists)βœ…βœ…
Export Address Bookβœ…βŒ
Request removal of a project from the E1 platformβœ…βŒ
Set project-level visibility within your own teamβœ…βŒ
Manage E1 subscriptionβœ…βŒ

Administrators can edit role types from Standard User to Administrator or vice versa.

If you are an Administrator, head to Settings - Users. Click the 3 dots next to the user that you would like to edit, and select 'Edit Profile'.

You can then set the level of access for the selected user by ticking or unticking the Admin checkbox.

Editing, re-sending access links and removing/deleting users

To edit user permissions, resend access links or remove a user, click the 3 dots in the right-hand column next to the user’s details you would like to edit and select the appropriate action.

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Please note: Deleted users cannot be re-activated through the E1 platform. This action requires manual intervention by our support team, and cannot be self-serviced.

If the user has historically existed on E1 then deleted, and you attempt to add them again, you may encounter the error message: β€œThis email address is already in use on this account. It may belong to a deleted user.”

A support request is required to reinstate the user.

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