How to Add a User to the Purchasing Account

A downloadable PDF is available here: Add and Manager Users

Please see the following written step by step instructions as well:

How do I access User Management?

1. Go to the Riverside Insights ecommerce website.
2. Select the Account or Profile icon.
3. Select Self-Service Portal.
4. Select User Management.
5. The User Management page displays the names and email addresses associated with the account.

How do I add a new user?

1. From User Management, select Add New User.
2. Enter the new user’s:
   • First name
   • Last name
   • Email address
3. Confirm that the email address is not already associated with the account.
4. Select Send Invitation.
5. The new user appears in the user list, and an invitation is sent to the email address provided.

How do I delete a user?

1. From User Management, locate the user’s name and email address.
2. Select the Delete user control, represented by a trash-can icon, on the user’s card.
3. Review the deletion prompt.
4. Select Proceed with Deleting.
5. A success message appears when the user has been deleted.