Company administrator users can add users to their organization through the My Organization page. The users that are added can access only the information and the business documents of the organization that they were added to, and all subsidiaries of that organization.

1. On the upper-right corner, click [Your Username] > My Organization.

Click the name of the organization that you want to add a new user to.

2.  If your company is made up of a single organization, you are taken directly to the My Organization page without you having to click the name of an organization. If your company is made up of multiple organizations, each child organization is displayed on this page in alphabetical order.

3.  Click More Actions > Add User. The Create New Account view opens.

 

Enter the new user's details.

Once you have selected and saved the username, it is not possible to change it later.

4.  Use the Role radio button to set the user role:

• End user: end users can see and work with the business documents that your company has received.
• Company Administrator: in addition to working with business documents, company administrators can add new users and organizations under your company.

Basware Network validates the contents of the fields and notifies you if the content of a field does not pass validation.

5.  Click Save Changes.

After you click Save Changes, Basware Network sends an email to the new user. The email contains an activation link that the user can use to activate their account and set a password. They can start using the service once they have activated their account and set a strong password.

If you are not the company administrator, please contact Customer Support service.