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Adding users to your Vantage dashboard

šŸ“Œ To add your colleagues as users, do the following:

1. Find the ā€œUsersā€ icon on the left and click on it.

2. Click the blue "Add User" button.

3. Choose the user type:

  • Admin (have the same permissions as Standard + ability to manage dashboard users)

  • Standard (full access to book & manage tasks and assignees)

  • Restricted (users can view tasks, calendar, chat, create tasks, be assigned as owners, but can’t edit information)

  • Lite (usually your installs team, who can access only those events that you assign them to)


    Enter their email and press ā€œSendā€ or ā€œSend & add another.ā€

4. The user will now receive an email inviting them to use the Vantage dashboard.
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If you have people in your team who are often in both roles (in the office and on-site), creating two accounts is unnecessary. Every dashboard user can be assigned to a task and access it from the mobile app, sign off, and view other tasks.

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