How Do I Add a New Discovery User?

As your organization continues to harness the benefits of the Discovery platform, it will be imperative to expand your engagement and grow your management team. Discovery refers to your team members as Users. By expanding your User base, you can streamline the invoice approval process, boost throughput, and contribute to more prompt and accurate payment processing.

Every User has one role, which controls what they can see and do. Discovery's standard roles are Owner, Admin and Full User, and your company can also create Custom Roles. See Roles and Permissions for details.

Note: Full User (formerly "Data Entry") has full access to Discovery except Settings. To invite new Users, you need to be an Owner or Admin, or have a role with the Settings permission.

Here's how to add a new User:

1
Click your name in the navigation.
2
Click on Settings.
3
Click on Employees.click on employees
4
Click on the Invite New User button. An Invite New User light box will appear.invite-new-user
5
Provide a valid new User Email address.valid-email-address
6
Set the new User Role.

Full-User

7
Click on the Send Invitation button.

The new User will receive an email notifying them they have been invited to be a Discovery User. They can click on a secure link provided to set up their password. Invitations must be accepted within 30 days or they will become invalid. Invites that have been sent can be viewed on the Invitations tab.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.