This feature is available to Pro, Enterprise & Institution accounts.
Managing users across different departments helps improve planning, optimize Vevox usage, and streamline internal invoicing and cost recovery. Account holders can assign users to specific departments through the Account Admin dashboard.
Assigning departments is an optional feature but provides a clear view of how many users are active in each department.
How to assign a current user to a department
To assign an existing user to a department, follow these steps:
Log into your Vevox dashboard.
Go to the Users in the main menu on the left.
You can find the user by entering their name in the search bar. Then, click the three dots next to their name and select 'Edit.'
In the pop-up window, click on the department box. You can either select an existing department from the drop-down menu or type in a new department name to create one.
Press 'Save'.
How to remove or change a user’s department
- To remove an assigned department, select the checkbox next to the user’s name, click the assign department icon, leave the department box empty, and press "Save."
- To change the assigned department, select a new department name and save the changes.
Assign multiple users to a department
If you need to assign multiple users to the same department:
Select the checkbox next to each user’s name.
Click the assign members icon.
Type in the department name or select one from the list.
Press 'Save'.
Download the user report
To export a list of users and their department assignments:
Click the 'Download Report' button.
An Excel report will be generated, including:
-
- A list of all active users in the account.
- Pending user invitations, when the last invite was sent and by whom.
- Deactivated accounts.
This report provides valuable insights into active user, their roles, departments and last login activity.
Under the deactivated sheet, if the last column is black, it might be that a Customer Success Manager from Vevox deactivated the user.