My Organisation - Users: Managing Users in your Organisation

This area will allow you to manage users within your organisation and control their access to the Bloom Marketplace. As this is quite a powerful function, access to manage users is restricted to a small number of roles.

Selecting the User tab will display a list of the current users for your organisation and display:

• First and last names
• The user's email address
• Job title
• Role in the Bloom Marketplace

For the role in the Bloom Marketplace, users can have a single role or a combination of roles. The example below shows a single role allocation and a user with multiple roles assigned:

If a user is disabled and locked out of Marketplace, you will see the no entry symbol next to the role like this:

Adding a New User

To add a new user to your organisation, and to grant them access to the Bloom Marketplace, follow the steps below:

1. Click the Add New User button at the top right of the users list
2. Complete the fields on the new window, paying attention to the email address
3. For the Role section, click the field and you will be able to select one or more roles for the user. The example below is for clients - suppliers will differ slightly:
   
   
4. Tick all the roles required and click the Done button
5. Once you are happy, click the Save New User button
6. The user will then be sent an invite to the Bloom Marketplace. This process is detailed here: Accessing Marketplace for the first time

The user can now access the Bloom Marketplace on behalf of your organisation!

For further help with roles, please refer to the user roles article here for more information:
User Roles and Permissions

Editing an Existing User

To edit the details of an existing user within your organisation, follow the steps below:

1. Go to My Organisation > Users and click the three vertical dots next to their role
2. Select Edit User
3. A form will then appear with the user's details. Make your changes to their information and/or roles and click Save Changes
4. The change is then saved immediately

Disabling User Access

Should you have a need to disable a user from accessing the Marketplace, either because they have left your organisation or as a temporary measure, you can do so following the steps below:

1. Go to My Organisation > Users and click the three vertical dots next to their role
2. Select Disable User from the drop-down menu
3. Read the warning statement and then confirm by clicking the Disable User button
4. The user will then have their access disabled

The process for enabling the user is almost identical:

1. Go to My Organisation > Users and click the three vertical dots next to their role
2. Select Enable User from the drop-down menu
3. Read the warning statement and then confirm by clicking the Enable User button
4. The user will then have their access enabled