How to Edit and Add Members

Created by Harold Loving, Modified on Fri, 19 Sep at 10:06 PM by Harold Loving

How to Edit and Add Members



1. Welcome to the RFX.Zone portal


2. Let's review how to manage your organization's members. First click "System Administration"


3. Then click "Members" under Organization Admin


4. You are able to manage your members from this page. Click "Edit" next to the user information to make changes.


5. Type your updates into the form and click "Save Changes". Please be aware changing this email address will change the email this member uses to login to the system.


6. The role dropdown is very important. The "org admin" role has full access to the portal. The "org user" role has read-only access to requests and vendor submissions. Click "Save Changes" to complete any updates.


7. To reset passwords, click "Ch Passwd" next to the user information.


8.


9. To remove a member, click "Delete" next to the user information, then click "OK".


10. To add a new member, click "Add" next to the header.


11. Type the member information into the form.


12. Click "Add User" to complete the process.


13. Click "View All Members" to return to the list.


14.


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