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How to add users and create teams in Twind

If you're an administrator of your contractor company in Twind, here's how to add more users, assign them a role and organize them into teams.

Add users and organize them into teams

If you have the Contractor Admin or Full control role in your company, you can add new users in Twind and organize them into teams to control which contracts and sites they can access.

Add a new user

  • Go to User management in the side menu.

  • Click Add user.

  • Fill in the user's details: first name, last name, email address and interface language.

  • Assign a role (see the table below).

  • Click the Add button to save.

The user will receive an invitation email to activate their Twind account.

Roles available for contractor users

Role

What they can do

Contractor Admin

Full access: manages users, contracts, requirements and all of the company's activity.

Contractor Manager

Manages contracts and requirements, without access to user administration.

Full control

Full control over the company's users, contracts and requirements.

Create a user team

Teams let you define what each user can see: which client companies and which sites they can access. This is useful when you want different managers to see only the contracts that concern them.

  • Go to User teams.

  • Click Add team.

  • Enter a name to identify the team.

  • Select the companies the team will be able to see:

    • One or more specific companies.

    • Or All current and future companies, so that visibility updates automatically when new ones are added.

  1. Select the sites (locations):

    • One or more specific sites.

    • Or All current and future sites.

  2. Click Add team to save.

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