Company and Users

In the Company and Users menu, you can:

• Edit company and invoice details
• Invite a new company user
• Create a custom role
• Modify user permissions

To add more users to your account, you need to create a company on Accela Marketplace. As the account owner of the company's account, you must maintain all of your current permissions to invite new users and assign them the right permissions.

• Register on Accela Marketplace
• Log into Accela Marketplace

1. Add your company logo by dragging the image file into the designated area, then click on 'Save.' To replace the logo, click on 'Remove' and repeat the process with another image file. You can update the company logo at any time, even after it has been saved.

2. Add your company name and invoice details, then click on 'Save.'

In the 'Users' section, you can add new members to your company.

Make sure you have created a company before adding users.

1. Click on the '+Add New User' button.

2. Type the user's email address and select their role from the available options:

• Administrator
• Project Manager
• Accounting
• Custom

Be aware that a default set of permissions is associated with each role.

3. Select and check the permissions you want to give the new user and click on 'Send Invitation.'

When assigning a role to a new user, you can customize permissions beyond the default settings or remove them. To create a custom role, choose 'Custom,' then enter a name for the role. Select the desired permissions for the user and click 'Send invitation.'

To change the permissions of existing or new users, click on the 'Permissions' or 'Edit Invitation' button next to the user's status.

You will be directed to the 'Edit Company User' page, where you can customize the permissions. Once you've reviewed the permissions, click on 'Save.'