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Anyone on your team who needs access to FikaTrade is added as a team member of your supplier company.

Before you begin

You must be a supplier administrator to invite, manage or remove team members. Other team members cannot access this page.

Steps

Invite a team member

  1. Go to Settings → Users.
  2. Select New user.
  3. Enter the person’s email address (required). You can also add their name and phone number.
  4. Choose their role — Admin (supplier administrator) or Employee (team member) — see Supplier roles below.
  5. Leave Send invite email checked to email them an invitation, or uncheck it to create the invite without sending an email.
The invited person receives an email with a link. Following the link takes them through email verification and account setup, after which they become an active member of your company.

Change a team member’s role

You can change a role while an invitation is still pending. Once someone has accepted their invitation, their role can no longer be changed from this screen.

Remove a team member

From Settings → Users, select the team member and confirm removal.

Supplier roles

FikaTrade has two roles at the company level: This is the only level of access control FikaTrade currently offers at the company level — there are no more granular, per-feature permissions to assign.
We’ve verified that supplier administrator access is required specifically for company settings and team management. We haven’t yet verified every other screen in the workspace for a difference in what Admins and Employees can see or do — if you notice unexpected access differences elsewhere, treat this page as covering settings and team management only.

What happens next

Once your team has access, you’re ready to prepare the customer, product and pricing information FikaTrade will use.