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How to invite users to your COMPASS account or update email address
How to invite users to your COMPASS account or update email address

Instructions on how to add a new users to your COMPASS account

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Written by Austin Santiaguel
Updated over a week ago

To invite new users on COMPASS, follow the steps below:

Ensure that the user performing this action has an Admin role on COMPASS. Only users with Admin roles have the necessary permissions to invite new users.

Access the COMPASS platform by signing in with valid credentials. Locate the top bar of the platform's interface and click on the drop-down menu. From the drop-down menu, select "Company Directory." This will navigate you to the directory section.

Within the directory section, locate and click on the "INVITE USER" button positioned in the top right corner of the page.

A pop-up window will appear, prompting you to enter the email address and role of the employee you wish to invite. If you want to invite multiple users simultaneously, separate each unique email address with a comma.

Refer to the available roles and their corresponding access levels:

Admin user: This role grants full and unrestricted access to the COMPASS platform.

Bid user: This role provides restricted access limited to the bid platform only.

Prequal user: This role offers restricted access and will only have access to the 1Form.

Prequal user (non-finance): This role offers restricted access and will only have access to the Business and Health and Safety sections of the 1Form.

Fill in the required information, including the email address and the desired role for the new user(s).

Once you have entered the necessary details, click the "send invite" button to send the invitations to the new users. This will send an invitation email asking the user to create their account on COMPASS.

Updating your email address in COMPASS is a straightforward process that involves inviting a new user with the desired email address and accepting the invitation to create a new account. By following the step-by-step instructions outlined in this knowledge-based article, you can ensure a seamless transition to your updated email. Keeping your contact information up to date enables effective communication and management of your COMPASS account. Alternatively, you can have a member of senior management complete the document attached in this form and send it to the COMPASS support team or your account manager and they would be able to assist you with the process.

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