Note: Only Admin users can add new users to an account.
1 - Click your account name on the left-hand side navigation menu.
2 - Select the 'Settings'.
3 - Click the 'Users' Tab.
4 - Click the '+ Add User' button.
5 - Fill in the following mandatory fields:
a) First name
b) Last name
c) Email - this is unique to the user's account and cannot be changed
d) Role - click the Role dropdown menu and select either ‘Administrator’ or ‘User’ or 'View-Only'.
Note: Permissions of the user types in KPMG Origins are as follows:
‘User’ – has ability to perform all the actions in the system but will not have access to manage other Users.
‘Administrator’ – can perform all the actions available in the system including; Adding, Editing and Suspending other Users.
'View-Only' - Can only view details of your organisations movements but not edit anything.
To understand in depth what the different roles can and can't do read this article.
6 - Click the 'Send Invitation' button and you will be redirected to the Users page.
A success message with "INVITATION SENT Email invitation sent successfully" will appear. The added user can then log in to their new account via the link provided in the sign up email.
Note: Once invited a user's role cannot be changed until they have accepted and login to KPMG Origins IWTS.