How to add a new user to your Enterprise/Institution account

In this article we cover:

• The background for account admins
• How to add/invite a new user
• How to sort & filter the user list
• How to edit/remove a user
• How to track the invitations

Growing or managing users within your Vevox account is easy. Both the Account Admin & User Manager can do it all from within the dashboard.

Managing users can include inviting new users in your business/institution to join Vevox, assigning roles and departments to them, tracking invitations, and deleting users.

Your Plan will indicate what Vevox package you currently have. To see your plan, click on the profile icon. A dropdown will appear indicating your plan.

If you are already a User Manager or Account Admin, you will also see the Users button on the left side of the main menu.

Adding a new user to the Vevox account

There are 4 phases when inviting users:

1. Enter the user's email address
2. Add the user's role
3. Allocate a department to the user (optional)
4. Check the details and send the email out.

 Follow these steps to add a new user to the Vevox account

 Log into your Vevox dashboard.

 Navigate to the Users button on the left in the main menu, then press the +Invite Users button.

 Enter the email address of the person you would like to add to the Vevox account and press the + button. The name will move below the entry bar if it is a valid email address not yet on the user list.

To add multiple users simultaneously, copy the list of email addresses from Word, Excel, or even your email. If you have a duplicate/invalid email address, the platform will not add them to the list.

 Click on the 'Add Roles' button and decide what type of access you would like to give the person  i.e. Account Admin, Session host or User manager. (The Session host will always be on by default). Select 'Assign'. 

 Allocating a department to the new user is optional, but it does enhance the reporting as you can compare stats like account usage by department etc. Create a new department name if you have none set up, or use the drop-down arrow the see the list of departments and click on the pencil icon to make changes. Finally, press the 'Assign' button.

 Check all the details of your invitation list. Once satisfied with the details, press the 'Send' button. A confirmation message will appear after the invitation has been sent successfully.

 The person you have invited will receive an invitation to set up a Vevox account. (If you received this invitation, follow these instructions on ‘What to do when you have received a Vevox invitation’.) 

How to sort & filter the user list

Both the user list as well as the invitation list can be sorted & filtered from the users tab. Use the arrow next to the name column to list according to the alphabet, or filter your list.  The filter options include:

1. by department
2. by role
3. or by when last the Vevox dashboard was accessed.

Use the search bar at the top to search the list by names or email addresses.

How to edit or remove a user from the Vevox account

If you need to amend user details, click the three dots in the user list (action column). You can also delete a current user (like an employee who has left the company) from the account. They will instantly be removed from the user list and denied Vevox account access.

Keep track of your invitation list

For ease of use, you can also see a summary of all the people that have received an invitation to join the Vevox account. The list highlights the invitation status (pending or expired) and when the invite was sent. Should you wish to resend or retract an invitation, click on the three dots and choose your option.

For any questions related to the users of the Vevox account, please email us at hello@vevox.com