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Adding Users to a Company Account on SmartTender.biz

General Instructions
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After registration, the supplier receives the administrator status, which allows:

    • add new users;
    • adjust data/access rights;
    • block/unblock;
    • restrict access by IP address;
    • add/edit departments.

 

If you want to add users to your company's account so they can all work with public and commercial auctions, follow the instructions in our guide.

 

Also, the users can add themselves to the company's profile, using the "Adding a new user to an already registered company" instruction, if they have a QES/AES of a company that has not yet been registered on SmartTender.biz. But this method is more time-consuming.

 

Authorization on Site

If you are not authorized on the site, click the "Login" button in the upper right corner. On the page that opens, enter your login and password and click the "Login" button (Fig. 1).


Adding Users

Adding Users

Fig. 1

 

Way to the Management Page

In the upper right corner, click on the circle with your initials and select "Personal account" from the drop-down menu (Fig. 2).


Adding Users

Fig. 2

 

Your personal account page will open on the screen. Find the "Personal data" section and select "User management" (Fig. 3).


Adding Users

Fig. 3

 

The "Enterprise structure" page will open on the screen, showing the diagram of the company's divisions/departments (in the "Company" block) and the list of users. Click the "Add user" button (Fig. 4).


Adding Users

Fig. 4

 

In the window that opens, enter the new user's personal data, select access rights and department (if the enterprise structure is divided into divisions).


Adding Users

Fig. 5

 

Personal data:

    • Login — e-mail, which will be used in the future for authorization on the site and receiving notifications.
    • Name of the new user.
    • Phone — you can specify up to 3 contact numbers.

 

Please note! E-mail, full name and phone number will be indicated when the procedure will be published by this user.

 

Access rights:

    • Administrator — it is possible to add users and edit data.
    • Accountant — limited access, only for exchanging financial reports on payments, without the possibility of submitting proposals.
    • Participant — the user can only participate in auctions on the site.

 

In the case of selecting the item "Participant", it is necessary to additionally check "Available types of trades", to which this user will be admitted (Fig. 6). Unmarked types of trades will be available to the participant only for viewing.


Adding Users

Fig. 6

 

At the end, click the "Add" button.

 

After that, the data and status of the new user can be viewed on the company structure page (the list is sorted alphabetically). If necessary, you can adjust the user profile. To do this, click on the three dots opposite its data and click "Adjust" (Fig. 7).


Adding Users

Fig. 7

Дата останнього оновлення :21.01.2020
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