Please note that you will need to be a company administrator to manage and add team members. If you do not know who is your administrator, please reach us on the chat or at support@requis.com.


Adding a new team member

To add a new team member go to your profile picture at the top right corner
Then click on Settings

Then click on Members

You will arrive in the company members management section

Finally on the next page click on the "Add New Member" button

The Simplest way to add a team members using their email addresses

After you click on "Add New Member", you can add a new user just by typing in the user's email address in the "Add new member email addresses" box. If you want to add multiple users just separate the user email addresses with commas.

When you are done hit Invite Team Members and the users will be notified via email and be able to verify their email addresses.

Tip: User email addresses are unique to the account they are added on.


​Managing team members

The Requis account administrators have the ability to manage the users after they are invited to the account from the Manage Company Members page.

To manage users go to your profile picture at the top right corner
Then click on Members

To add a new team member go to your profile picture at the top right corner
Then click on Settings

Then click on Members

You will arrive in the company members management section.

Company administrator can reset password and make user co-administrator in just a click and validation.

Users that are administrators are marked with a check-mark

Users that are not administrators are marked with a red "X"


Deleting Users

Administrators can easily remove users access from the Manage Company Members page.

  • Locate the user to be removed and click on the Delete User button

Confirm that the user can be deleted by clicking on OK.

The user will no longer have access to Requis.


Requis allows your organization to invite members with a simple .csv file that you nay generate from Outlook, Gmail or any other email client.

Access the adding team members section (see first section of this article)

Then scroll down to the Add users via CSV or Generate link section

Adding multiple members with .csv files

  1. Click on CSV Template to download the template csv to be loaded

2. Open the .csv and add your email addresses in the template email address column - Column A

3. Save the file and return to Requis and click on Choose File and select the file you just updated, then click on Upload Employee CSV file to add directly your members to Requis

An alternate way of adding members is by creating a custom link that you can share with your colleagues. Your colleagues can click on the link and create accounts. Company administrators will approve the users from the member management section

  1. Click on Generate Signup Link

The link will appear in the Company Signup Link table below

2. Highlight the link and copy link to emails, chats, other to share the signup link with your colleagues that you want to add to Requis. Your colleagues will receive an email from noreply@requis.com . Please note that the email may have landed in the Junk/Spam box.

3. Approve the members that have completed the sign up

Please browse more article in our Help Center

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