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.

Discovery's User roles are one of two types: Admin and Data Entry.

Note: Data Entry roles have full access to features within Discovery with the exception of what's managed in the Settings area. Only Admin roles may access Settings. Likewise, only Admin roles may invite new Employees.

Here's how to add a new User:

1: Click your name in the upper righthand corner.
2: Click on Settings.
3: Click on Users.
4: Click on the Invite New User button. An Invite New User light box will appear.
5: Provide a valid new User Email address.
6: Set the new User Role.
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.