Attention business managers:
It's important that you invite employees to your business instance and do not let them create their own account.
Inviting users to your business avoids problems around collaboration, notifications, and agency invitations. Learn more by expanding the section below titled Invite employees to your business.
To take action on your manager account, select My Account from either the menu in the upper left corner (represented by three dashes) or from the top-right corner of the service. This takes you to the My Account page where your name and business contact information are displayed. From there, you can do any of the following.
Manage employees in your business instance
The Employees section of the My Account page lists all the employees of the business. You can sort each column (except for Digital ID) by clicking on the column name.
Roles set here determine access to account management and are not part of the individual Infotech® services. You must also assign an employee a service-specific role.
See: Appia user roles | Bid Express Owner-agency roles | Bid Express Vendor roles | Signet user roles
Some services require the use of Infotech® Digital IDs. Once employees start the process of registering for IDs, the status and type of their IDs display next to their names on the My Account page.
Employees must join your business through an invitation in order to be associated with your business in the service. You should assign them a role once they accept the invitation and before they start using a service.
Why do I need to invite employees? Can't they make their own accounts?
Yes, employees can create their own accounts without an invitation. However, it complicates your business instance by creating duplicate accounts.
Having employees create an account via invitation ensures that everyone can:
- Be included - Agency invites might not show up for users outside the business instance.
- Collaborate - When users are not associated with the same business, they will not be able to collaborate on projects or be assigned to a business's license.
- Stay informed - Employees in the same business will all receive important notifications about things like bid submission or withdrawal, addenda issued, or planholder information.
How to invite employees
- Click Invite Employees.
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Enter the email addresses of the employees you want to invite.
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Click Invite Employees.
The service sends an email invitation to the email addresses entered. You will receive an email once an invitation has been accepted and when the employee completes the account registration.
Employees are always assigned the role of user, but any manager can change the role.
Roles set here determine access to account management and are not part of the individual Infotech® services. You must also assign an employee a role from within the service.
Users assigned to a manager role can invite or remove other users and change user roles. You can't change your own role.
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Select Change role from the Actions button for the user.
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Select the role and click Change Role.
Business logo
To add or update your business logo:
- Click on the blue circle next to your business name.
- Find and select the logo image you want to use.
- Click Open. It may take a few minutes to load since the service scans it for viruses before uploading.
To remove, click the red X at the top of the image.