Access Management
Manage external users
You can manage external users that are a part of your environment in Proprli using access management. Learn more about this feature below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access ...
Manage internal team members
Within access management, you have the option to manage internal users that are a part of your environment in Proprli. Follow the steps below to learn more about this feature. Step 1: Click the icon with your initials at the bottom left-hand corner ...
Edit company details
In order to edit your company information within Proprli, follow the steps below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access management. Step 2: Within the “Company” tab, you will see the ...
Granting access to assets, projects and tender requests
There are a couple of different ways you can approach managing the assets and projects your team members have access to. Learn more about them in this article. Option 1: Grant access to Assets Step 1: Click the icon with your initials at the bottom ...
Assign role
In order to assign a role to a user, you should do the following: Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and select Access Management. Step 2: Choose either the Team tab, for internal colleagues, or ...
Create and edit roles
When managing the roles your team members are assigned to in Proprli, you have two options. Keep reading to learn more about them. Option 1: Create a new role Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and ...
Invite new team members
In order to invite someone who does not have a Proprli account, you should do the following: Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access Management. Step 2: Choose the Team tab, if you want ...