How do I add team members to my account?

Managing Team Members

Collaborate with your team on RFQmatch:

Adding Team Members

1. Go to /dashboard/company/profile
2. Click "Team Members" or "User Management"
3. Click "Invite Team Member"
4. Enter their email address and assign a role
5. Click "Send Invitation"

User Roles

Admin: Full access to all features, billing, and settings

Manager: Can create RFQs, manage quotes, communicate with suppliers

Viewer: Can view RFQs and quotes but cannot create or modify

Managing Permissions

• Edit user roles at any time
• Deactivate users who leave your company
• Track activity by user
• Set notification preferences per user

Team Collaboration

Multiple team members can:

• Work on the same RFQ simultaneously
• Leave internal notes for each other
• Share supplier evaluations
• Coordinate on quote approvals