From your Settings, you are able to add, remove, and manage users. This can be found in the Users tab. Committees may have as many users as they want; in fact, this is highly encouraged to prevent the sharing of account logins. WinRed users should always use their own login.

Table of Contents
Adding Users
Removing Users

Vendor Users

Click the Settings tab at the top of the page, and then click Users.

Here you can see a list of users who currently have access to your account. To add a user click the Add User button. Enter the user's email address & select their role. By clicking invite, they will get an email inviting them to the account.

You can assign users four different types of roles within a WinRed account. See the chart below for reference on assignment, an X notes that a user can complete an action in your account.

Go to Settings and click the Users tab. Find the user in the committee's list of users. Click the gray "x" on the user. Click Confirm in the modal. Click Save.

Vendor Users are able to access a client account with the user permission they have been assigned to their vendor account. This means that if a vendor user is added to their vendor account as an admin, they will have admin level access to the client account once the vendor connection has been approved.

You can add users to your vendor account here.

Questions?

As always, if you have any questions, contact our team by opening a WinRed chat box at the bottom right of your screen or reaching out at support@winred.com!