SpecSeek team members can register for their own account or have one created by an admin user. Team members can be assigned to customer contacts.
This article will explain how to create and manage team member accounts in SpecSeek.
Requirements:
- User must have Admin access to SpecSeek.
Creating a Team Member
Open the portal by clicking your user icon in the top-right corner of the page, then select Portal.
The SpecSeek Portal will appear.
Open Team Members.
Click + to create a new team member.
Enter general and contact information as needed. Name and email are required.
Under SpecSeek Access, set the team member's access.
- Admin Access: can modify portal settings
- Active: can log into SpecSeek; this is required
| Note: If your SpecSeek is connected to OASIS Online, you can use the OASIS Online User field to map the role to an OASIS user. Learn more about connecting SpecSeek and OASIS Online. |
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