Ada Academy

Adding New Users (Admin Only)

This video covers how users with admin rights can add other users to the ADA Platform and allocate module access rights depending on the role of the user.

Lesson completed

Introduction

Purpose of the video: Demonstrating how to add new users to the ADA Platform, with a focus on users with administration status.

Accessing User Management

Requirement: Users need administration status.
Accessing "Managed Team" under Preferences.
Display of the company's name (e.g., Global International Platform) and existing team members.

Managing User Access

Enabling or disabling access for team members.
Overview of roles and last access information.
Options for individual users: edit, delete access, revoke access, or resend invitation.

Editing User Access

Explanation of the editing options.
Modifying procurement team, access rights to modules, and correcting user information.

Revoking Access

Clarification that a revoked user is still visible but labeled as disabled.
Resending invitations and addressing instances of invitations landing in spam folders.

List Views and Sorting

Sorting options using the filter button on column headers.
Search functionality for locating specific users.

Adding a User

Selection of the "Add User" button.
Inputting user details: first and last name, email address, procurement team, and module access.
Saving the information and the user receiving an email invitation.

Invitation Acceptance

Reminding users to check their inbox and spam folder for invitations.
72-hour timeframe for accepting invitations.
Need to resend the invitation if not accepted within the timeframe.

0:00 - In this video we're going to cover how to add new users to the ADA Platform. Now this feature will only be available to users that have administration status.

0:15 - Preferences and you find managed team When you select managed team it'll pop you into this new window where you'll see your company's name here In this example the demo count is called Global International Platform We see here the different team members that have access to this account and also what

0:37 - roles they have access to can either enable or disable access and you can see when they last access the ADA Platform .

0:46 - you click on the three dots next to a specific user you can either edit their information, delete their access, revoke access, or resend the information nation.

0:56 - you edit their access this is where you can change the procurement team they're on or add a new one or change their access rights to different modules You can also change your name if there was any typo you delete a user there's no getting them you add them from scratch again if you revoke access the

1:18 - user will still be viewed here but instead of enabled it will say disabled similar to how it is here. an invitation this is pretty self explanatory if the user says they never receive the invitation you can resend it but before you do this please ensure that they check their spam folder as we've had

1:36 - instances of these invitations going directly to spam for some organizations. to the other list views on the platform we allow you to sort this list using the filter button on the top of each column can also search for a specific user using the search box in the top right .

1:57 - To add a user you select the top you select the red add user button in the top right of the box here you fill out the first and last name of the user their email address usually this is their work email you can select the procurement

2:12 - Team which they're on or if you do not see it you can create a new one and then select which modules they'll have access rights to done you hit save and that person will receive an email in their inbox a reminder please check them their spam folder tell them to check their spam folder if they don't see

2:32 - it in their inbox they will have 72 hours to accept the invitation if they don't accept it within that time frame you're going to have to resend the invitation.