Add/ Update Users

Modified on Sat, 07 Nov 2020 at 11:35 PM

This one is pretty straight forward. 


Note: Number of users you can add, depends on your plan. Kindly check Plan Details.


How to Get There?


Settings > Team Members/ Users


To add new user in your account just click on Add button, and you will see


You can choose from three roles


1. Administrator

2. Editor

3. Viewer


What's the difference between these roles?

Editor is the one who can create, edit, update, delete proposals.

Admin can do everything what Editor can do, plus s/he can manage account (settings: add /update team, manage templates, etc)

Viewer: Can view proposals and add comments to those. But s/he can not create new proposals or even edit/delete existing ones.


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