# Users (Supply'd Lite)

Adding a user to Supply’d Hub allows you to give a team member access to your account so they can help manage orders, inventory, and suppliers. You can control what each user can view and manage, helping your team collaborate while keeping sensitive information secure.

This document will guide you through:

* [#adding-a-user](#adding-a-user "mention")
* [#editing-a-user](#editing-a-user "mention")
* [#removing-a-user](#removing-a-user "mention")

***

## Adding a User

{% stepper %}
{% step %}

#### Go to Users&#x20;

Click on your name in the top right, then select **Users** from the menu. &#x20;

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Qr19U1PRZzbSEKNErQ7i" alt="" width="159"><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

Alternatively, select **Settings**, then choose **Users** from the **Settings** menu.

<figure><img src="/files/jdv6MqujbQUjEwvmkEl5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KNrEGHucQpUkUqBFsMoN" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jdv6MqujbQUjEwvmkEl5" alt=""><figcaption></figcaption></figure>

The **Users** page will open showing you as a user.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/D8Ce328vOvEVfGtQ0YMS" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Add+

Click on **Add+** in the top right. &#x20;

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cL1YqiXcFxrb1avNzVpI" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

The **Add User** form will open.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/GxhBhVPrOp1OFF4qpPZT" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

Complete the fields as follows:

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### User Details

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0e6rBs6LbP12zOnctKF6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

**First Name\* \[required field]**

Enter the user's first name.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

**Last Name**

Enter the user's last name/surname.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

**Email\* \[required field]**

Add the user's email address.&#x20;

{% hint style="warning" %}
The user's email must be unique and not already used in Supply'd.
{% endhint %}

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

**Mobile**

Enter the user's mobile phone number.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

**Role**

Add the user's role within the business.

<figure><img src="/files/SJLwI2YVdmfKNagAgr8T" alt=""><figcaption></figcaption></figure>

**Timezone**

Select the timezone the user is in.

<figure><img src="/files/SJLwI2YVdmfKNagAgr8T" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Notifications

Tick the boxes for the notifications you would like this user to receive.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6Ijw2Ua6jcw0aX1N1dj4" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Access

Select the Supply'd Lite areas this user can access.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/33yXs4Cg2xcBoJIusQFN" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Contact Visibility

Choose if this user should appear as a contact for connected suppliers.

<figure><img src="/files/SJLwI2YVdmfKNagAgr8T" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/B3sLqzeEIIloJ7xp3pC6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Save

Click <img src="/files/2D9FJY50Ak8G8e3xwd4x" alt="" data-size="line"> to add the user.&#x20;

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

The user will appear on the **Users** list.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/p17TWVfHFQbPPcx7nA3b" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Editing a User

If you need to edit a user:

{% stepper %}
{% step %}
Click on your name in the top right corner and select **Users** from the menu.

{% endstep %}

{% step %}
Select the user from the list. The user's details will show.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pPkz1eJqdxUY0GLOUela" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Click on the 3 dots in the top right and select **Edit User**.

<figure><img src="/files/b4pCytqCJpnJ5FoG6jo5" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/fKOVKDKf8B2OuSLWpbmJ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

The **Edit User** form will open.

<figure><img src="/files/SJLwI2YVdmfKNagAgr8T" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/92Y5izHcRFgBUZmR6tOi" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Update any details required following the guidelines above for [#adding-a-user](#adding-a-user "mention").

{% endstep %}

{% step %}
Click <img src="/files/2D9FJY50Ak8G8e3xwd4x" alt="" data-size="line"> to update the settings.

<figure><img src="/files/OXsZDvqjGK3csr3nOiFw" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Removing a User

If you would like to remove the user:

{% stepper %}
{% step %}
Click on your company name in the top right corner and select **Users** from the menu.

{% endstep %}

{% step %}
Select the user from the list. The user's details will show.

{% endstep %}

{% step %}
Click on the 3 dots in the top right and select **Remove User**.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vr5xUVUOt4GbS55VAwzx" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

You will be asked to confirm.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ClMz6a6gGPWyiqUIKPMO" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

Click <img src="/files/tVCRFyb7eYQZ3etIMUVb" alt="" data-size="line">.

<figure><img src="/files/cb1aSk0AbzcJZUhMSKNa" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.supplyd.co/supplyd-lite/settings/users-supplyd-lite.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
