To add team members to your organization's Infurnia account, please follow these steps:
Open your admin portal. Refer to this article for the same,
Go to the "Billing and Usage" section. This section contains options related to your subscription and user management.
Click on the dropdown menu next to "Billing and Usage."
In the dropdown menu, you will find the "User Management" option. Click on it to access the user management interface.
In the user management interface, you will see a list of existing users within your organization.
To add a new user to your organization, click on the "Add User" button on the top right of your screen.
A pop-up window will appear, requesting details for the new user. Fields marked with an asterisk, such as "First Name" and "Email ID," are mandatory. You can also provide the user's last name and contact number if desired.
Select the "Access Level" for the new user from the dropdown menu. You can choose from the following access levels:
Designer: This access level provides access to the design portal, allowing the user to create and work on designs only.
Project Manager: Project Managers have access to all projects within your organization under the Project Hub.
Account Manager: Account Managers can access billing and usage details and manage users.
Catalogue Manager: Catalogue Managers have control over various factors like what options are shown in your furnish section of the design portal,cabinet modules, finishes, catalog brands, design intelligence, tags, sales channels, and more. They can manage design rules and pricing for the catalogue.
You can assign multiple access levels to a user by checking multiple options. For example, you can assign a user both "Designer" and "Account Manager" roles.
Select the preferred sales channel for the user, and set the price types as needed. You can allocate a specific sales channel and pricing preferences for the user based on your organization's needs.
Click the "Submit" button to confirm and save the new user's details.
The newly added user will receive an email at their registered email ID, inviting them to log in to Infurnia. They can use the provided link to access the platform.
By following these steps, you can efficiently add new team members to your organization's Infurnia account, assign them specific access levels, and customize their access to various modules and features as per your organization's requirements.
Infurnia pricing works on per user basis so, please note that adding more than 2 users will be considered as a surcharge. You will be billed accordingly in your next billing cycle.