TB.One > Setup, Configuration & User Accounts > User Accounts > Creating Users and Assigning Roles

Creating Users and Assigning Roles

To create user accounts and assign roles, go to "Admin > User > Users".

Select the tab "Pages" in the left navigation bar and click on "New Employee" to open the editing window (see Fig.1).

Fig.1: Creating a new user account

Fig.1: Creating a new user account

Number

Description

1

Enter the user's email address. This is the email address the user will use to sign in. Each email address can only be used for one user account.

2

When you create a new user, TB.One sends them an email that prompts them to set up a password.

TIP:
If a user needs a new password (for example, because they forgot their password), you will find a "Reset password" button here. The button will only appear after account creation is complete. Clicking it will send a new password creation email to the user.

3

Choose a display name. This is the user name that is shown in TB.One.

4

Select roles for the account from the "User roles" list. These roles determine which parts of TB.One the user can access. You can assign multiple roles to one user account.

ATTENTION:

At least one of your users needs the role "Finance". Tradebyte invoices are sent to the email address connected to the Finance account.

5

Click "Save".

ATTENTION:

•Use the administrator role sparingly and carefully consider who needs such extensive rights.

•One user can have multiple roles and roles can be reassigned at any point in time.

TIP:
Ask your Solution Delivery Manager whether you need to set up API credentials (also known as an 'API user') to exchange data via REST. You can find a guide for creating API credentials here.

For further information, see also:

•Overview: creating and configuring user accounts