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Adding Team Members and Configuring Budgets

Learn how to add new users, assign budgets, and manage your team inside the IEX Portal—all in just a few steps.

1. Access User Management

To get started, head to your Users section:

  • From the Home menu or sidebar, click Users
  • This is your central hub for adding, editing, and managing team members


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2. Add a New User

    1. Click Add New User in the top-right corner
    2. Fill in the required user details.
    3. Assign their initial budget
      1. Budgets may be enabled or disabled at the organizational level as required.
    4. Select their preferred currency:
      • Euros (€)
      • US Dollars ($)
      • Rupees (₹)
      • Pounds (£)
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                 e. Click Save Changes

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2. Editing or deleting an existing user:

  • Need to make changes to a user's details (other than their initial budget) or remove a user from your team?
  • Simply find their user profile or "user box" on the "Users" page.6-1
  • Hover over their details; options to 'Edit' their information or 'Delete' the user should appear. Click the action you need and follow any on-screen prompts.

Need to Update Users in Bulk?

If you have a long list of users to add or update and would prefer a bulk request, or if you have any questions that aren't covered here, please don't hesitate to contact us at support@imprintengine.com We're always happy to help you out!