# How to Add New Users and Assign Roles in the TIP Tool™?

Source: https://help.triangleip.com/knowledge-base/how-to-add-new-users-and-assign-roles-in-the-tip-tool/
Category: Control Panel
Last updated: 2025-09-04

We offer **two ways** to help you understand the solution to this query — pick whichever works best for you:

**Prefer to watch?**
Start with our short walkthrough video that shows you exactly how it works, step by step.

Video: https://www.youtube.com/watch?v=oN7zJi9cf_M

**Prefer to read?**

Scroll down for the full written guide with screenshots and detailed explanations.

Adding users to the TIP Tool™ can be done through the **Control Panel**. Users must have an approved email domain (whitelisted) for seamless addition.

Roles determine the level of access each user has within the tool.

### How to Add Users via the Control Panel

**Step 1:** Click on the “**Control Panel**” from the main navigation bar.

**Step 2:** Go to the “**Users**” Section to view existing users and add new ones.

**Step 3:** Click on “**Add User**” and you’ll see a form where you can enter the new user’s details.

**Step 4:** Enter the User’s email address. Use a valid company or firm email (e.g., jane.doe@company.com).

**Note:** If the email domain has already been whitelisted, the user will be added automatically. Otherwise you first need to whitelist their domain.

**Step 5:** Assign a Role. Or you can choose the appropriate role from the dropdown.

| **Role** | **What It Means** |
| --- | --- |
| **Inventor** | Can submit and manage their own ideas. |
| **Manager** | Can review, score, and manage multiple ideas across portfolios. |
| **Prosecutor** | Usually outside counsel; can draft and prosecute patents. |
| **Admin** | Full access, including Control Panel and domain whitelisting. |

**Step 6:** Confirm Addition by clicking on **Add**. Then the user will receive an invite and will appear in the user list with their assigned role.

#### Here’s How to Change or Remove Existing Roles

- To **change a user’s role**, click on their name in the Users list and select a new role from the dropdown.
- To **remove a user**, click the delete icon beside their role. This will revoke their access to the specific portfolio.

To make this user role assignment process easy and transparent, review the **permissions matrix** directly in the **Admin Panel**. This gives you a one-click overview of:

- What each role can see or do within a portfolio
- Which features are accessible to Inventors, Managers, Prosecutors, and Admins

Here’s an example of what the role-permissions view looks like for the selected portfolio:

### Next Up: Whitelisting Domains

Whitelisting is essential to enabling smooth collaboration especially when working with external inventors, law firms, or distributed teams.

To learn **why whitelisting matters** and **how to set it up correctly**, continue here:
👉[Why and How to Whitelist a Domain in the TIP Tool™ →](https://help.triangleip.com/llms-guides/why-and-how-to-whitelist-a-domain-within-the-tip-tool.txt)

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Full list of articles: https://help.triangleip.com/llms.txt