Add or edit a user
Go to Account and select Manage Users.
To add a new team member:
Click Invite New User
To edit an existing team member:
Click Edit User next to their name
Enter the user’s name, position, email, and contact number.
If you don't require information for a field, enter a dash (-)
Assign a role:
Global Administrator: Full access to all features
Member: Can create and send proposals but cannot configure settings
Or create a custom role with specific permissions
Set or change the password.
Users can reset their own password later, but you can overwrite it if needed. If the user has activated Sage Account, they'll need to do this themselves
Enable Two-Factor Authentication (2FA) if required.
The user will receive an email invitation if newly added, or their updated details will take effect immediately. This approach enhances security, enables permission control, and allows activity tracking for each user.
📎PLEASE NOTE: Once Sage Account is active users would need to go here to update things such as their password, 2FA method & personal details
If you need to delete and re-invite a user to set up their Sage ID, rest assured that this action will not affect your existing proposals or account history in GoProposal. All data, including proposals and other stored information, remains intact during this process.
See also
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