How to Add Users to your DemandStar Government Account
If you have other team members that help in the creation, awarding, quotes, or the management of bids in general, giving them their own access can be greatly beneficial and help keep your agency secure.
You can add as many users as you like and there will be no additional fees to your account. You can also control which levels of access a user has.
How to add users:
- From your agency dashboard, click on your account name at the top-right corner and then select "Account"
- On the next page, click on the "User Accounts" tab
- On this screen you'll see a list of all current users, and to invite new users scroll to the bottom and click "Add User"
- Fill out all the appropriate information that you have for that user, first and last name, email, company, etc then scroll down
- Under the general contact information for the new user, you will be able to set their notification preference to on or off, and select any of the permissions you wish the new user to have. Click "Save Changes" and the new user will be sent a notification to accept the invitation to the agency.
Permissions
User accounts in Demandstar can have a variety of permissions set up by the account owner. Here’s a quick breakdown of those permissions
- Edit Member Information - update current user contact information or add new users, can not add more users
- Manage Accounts - the same as Edit Member Information plus the ability to invite new users and manager their permissions
- Manage Bids - add, cancel, delete, and award bids under your account
- Create Quotes - create and broadcast new quotes
- Manage Programs - permission to manage the certification management feature
- Award Quotes - award a quote once it has closed
- Manage Reports - create and run solicitation reports under the Activities tab
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