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How to invite your team to the workspace and assign roles

Welcome to Tradeics

In this article , we’ll guide you how to easily add your team members and assign roles on tradeics

1-From the dashboard, specifically the navigation menu on the left , click on "Workspace Settings."

2-Then, click User Management.

3-Before adding employees, you need to create departments and permissions first to categorize employees later.

Click on "Departments" and add departments such as Procurement, Finance, or Production—or any departments that suit your organization.

4-Then, click on "Permissions" and start adding roles like Manager, Assistant Manager, or any role titles defined by your company.

5-Now, go back to the "management" page. You can add your team all at once by clicking "Import" and downloading the template to fill in employee details as instructed.

Alternatively, you can add team members one by one by clicking "Add User", filling out the employee's information, and clicking "Add." The invitation will be sent immediately.

For further inquiries or explanation, please feel free to contact us through the support icon at the bottom right

Updated on: 06/07/2025

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