Team

Table of Contents 

• Your Users
• Your Groups

Users

We use role-based access controls, with three types of users:

Administrators, Lab Managers, and Users. 

Admins can:

• Add/remove and configure access at the individual users, group, and company levels. 
• Admins can control which vendors users can purchase from, who can approve their order requests, spending thresholds (per order, or aggregate), required fields for ordering or receiving inventory, and more. 

Let's start adding your team members.

Add Users

Inviting Team Members:

1. In the Admin Dashboard, click on Teams
2. Click the Users tab and on the top right side click on Create User
3. Fill in the required user's information: First Name, Last Name, email address, and select their role. Users could be Compliance, Scientist, Quality, Finance, Manager, or Purchasing. Once you have entered their information and selected their role, click on Add User.
4. You can see your team members list from here.

Note: Only Admins have the ability to Delete a user.

To Delete a user just click on the trash can icon.

Groups

Add groups

Group Upload

1. In the Admin Dashboard, click on Teams
2. Click the Groups tab and on the left side click on Add Group
3. Add group description, enter a user email address (select from the dropdown list), and assign a parent for your group if needed by checking the box and selecting from the dropdown list. 

Learn to set group-specific approval routings for your Team. Click here to learn more: Approval Routing