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Manage user access to your organization

Invite and manage access for team members in your organization.

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You can add team members to your organization by inviting them in the Nabis portal.

Invite a user#

To invite a user to your organization, complete the following steps:

  1. Navigate to the Users tab under Permissions.
  2. Click Invite user.
  3. Enter the user's email address and select an applicable role as necessary.

If this is the user's first invite to the Nabis platform, they will receive an email invitation to create a Nabis account. If the user already has a Nabis account, they will automatically be added to the organization.

Manage a user's roles#

You can change a user's assigned roles and permissions by completing the following steps:

  1. Click on the More options icon next to the user's name, and click Update user.
  2. Adjust the user's Assigned roles by selecting options in the select box.

If you need to manage your existing roles or create additional ones, you can do so in the Roles tab under Permissions. For more information, see Manage roles.

Remove a user#

To remove a user, click the More options icon next to the user's name, and then Remove user from organization.

If you reinvite the user to your organization, their user ID from prior activity will be retained.

23 pages

DocumentationEverything you need to get started, find your way, and keep things moving with Nabis.Create your first orderPrepare the details, review your draft, and take the next step.Order status referenceUnderstand where an order is and what each status means.Getting started with NabisFamiliarize yourself with the basics of the Nabis portal.OrdersThe Orders tab displays all inbound and outbound pickups and deliveries.Understanding order statusesLearn what each Nabis order status means, when an order can be edited, and which fees may apply after fulfillment.Create an orderLearn how to build an order on the Nabis portal.Delivery date options and territory mapsLearn more about how available delivery dates are determined.Require payments on outstanding or overdue invoices for new ordersYou can require a retailer to pay for outstanding or overdue invoices to receive an order at time of delivery.Add inventoryOne-sentence page summary.Manage product pricingLearn how to configure pricing for your products.AccountsManage your customer relationships directly on the Nabis platform.Manage account settingsLearn how to manage your account settings in the Nabis portal.Nabis credit ratingsNabis credit ratings provide insight into an account's creditworthiness and financial stability.Account credit restrictionsLearn more about various mechanisms adopted on platform to reduce AR exposure.Account segmentsGroup accounts using segments to bulk apply settings or other rules.Manage your Marketplace settingsLearn how to manage your Marketplace settings in the Nabis portal.Manage user access to your organizationInvite and manage access for team members in your organization.Manage roles and permissions for your organizationUse pre-defined roles or create custom roles to give your staff members granular access and permissions.Brand organization permissionsUnderstand the scope of different permissions on the Nabis platform.Nabis MarketplaceBrowse and shop over 9,000 SKUs across 400 brands on the Nabis Marketplace.Nabis TrackerThe Nabis Tracker provides you with details of your store's deliveries and payables.Nabis BillPayNabis BillPay is a payment solution that enables you to pay your Nabis invoices seamlessly and directly.
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