The company administrator can create an account for colleagues and assign them certain rights. One of these rights is creating and managing colleague profilesOnce this right has been granted, this newly added colleague is also able to create accounts and grant rights. 


Create an account

  1. Click on Company in the right-hand menu.
  2. Click on the Colleagues tab. 
    • All colleagues of the company are shown in this overview. 
  3. Click on Add and enter the first and last name, telephone number and e-mail address of the colleague.
  4. After you have completed these steps, the colleague will receive an activation e-mail with instructions to activate the profile and set a password. 


Give colleagues the right to create and manage profiles

  • Click on Company in the right-hand menu.
  • Click on the Colleagues tab.
  • Find the colleague in the list and click Edit.
  • Select the Security Settings tab at the top and click Edit.
  • Select the Create and manage colleague profiles right and click on Save


Important

If your colleague cannot activate the account immediately, you are still able to link his or her profile directly to solicitations or contracts. This does not require activation.