Inviting users to your Vantage workspace is simple and takes only a few steps. If you’re adding new team members, installers, or external teams, you can manage everything directly from your dashboard.
Step 1: Go to the Users Tab
Start by navigating to the “Users” tab on your dashboard. This is your central hub for managing all internal users connected to your workspace.
Step 2: Click “Add Users”
Click the “Add users” button in the Users tab's top left corner. This will open the user invitation panel.
Step 3: Choose the User Type
You’ll be prompted to select the type of user you want to invite. Vantage offers three user types:
Full–Managers who have access to the web dashboard.
Lite (Installer) – Users with limited access, typically for on-site installers with only access to the mobile app.
External Team (Supplier) – Connected Companies that are working with your company but aren't part of it.
💡 Learn more about user types in this article.
Step 4: Fill in User Details
Once you’ve selected the user type, fill out the required fields:
Email: Enter the email address where the invitation will be sent. The user will also use this email to log in to Vantage.
Team (optional): You can assign the user to a specific team. This helps organize users and manage access.
Learn more about teams in this article.
Permission Group: Assign the appropriate permission group to control what the user can see and do within Vantage.
Learn more about permission groups in this article.
Step 5: Send the Invitation
After filling in all the details, click Send Invite. The user will receive an email with a link to join Vantage.