Managing Users Under a Supplier Profile in Striive
This article describes how, as an administrator of a supplier profile in Striive, you create new users, edit existing users, and delete users.
Navigating to the User Overview
- Go to striive.com and log in with your credentials.
- Click your initials in the top right corner of the screen.
- Click "Company Profile" in the dropdown menu.
- Click the "Users" tab within the company profile.
Creating a New User
- In the user overview, click the green "Add User" button in the top right corner.
- Fill in the new user's details in the form (title, first name, middle name, last name, email address, phone number, and job title).
- Under "Access to sensitive data," pay close attention to which permissions you assign to the user. By default, all permissions are checked:
- Contact person
- View assignments
- Access to all employees
- View agreements
- View financial data
- Manage company data
- Click "Add User" to create the user. The user will receive an activation email.
Editing or Deleting a User
- Search for the desired user using the "Search user" field, or scroll through the list.
- Hover over the user's row. The "Edit" and "Delete" options will appear on the right side of the row.
- Click "Edit" to update the user's details, or click "Delete" to remove the user.
- Confirm the change or deletion when prompted.
Please Note
- The job title you enter is for description purposes only and does not automatically determine the user's permissions.
- Always check which permissions have been assigned under "Access to sensitive data" for every new user and every change, and limit this to what is necessary for the role.
- Changes to user permissions within the supplier profile can affect who has access to assignments, bids, contracts, and invoices.