To assign a license to someone in your company for them to use, you must add them as a user. When you are logged into GovSpend go to the drop-down menu in the top right corner next to your name and select settings.
Once the screen loads, you should see the option to invite user in the top right corner. This will bring up a prompt for you to fill in the new user's information.
In this same window where you added your new user, you can manage them. You can edit their permissions and what they are able to do. You can see when they last logged in, you can resend their invite, and you can remove them as a user.
You also have the ability to assign new users a role when adding them to an account. There is a drop-down menu selection for choosing this role, which will help assign a user's permissions accordingly.
The roles to choose from are:
- Manage Account: view non-search features only (manage users, bulling, permissions, etc.). This role does not use a search license.
- Search User: Search and view the dashboard, but can't view any admin features (i.e. manage users, billing, or permissions). This role does user a search license.
- Search Admin: Search and view the dashboard, as well as edit any admin features. This role does use a search license.
- List View Only: View the "lists" tab only with the ability to review any data in a list.
If required, you are still able to add additional permissions to a user. The role is only displayed and used at the time of adding the new user and are just a group of preset permissions that exist in the system.