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Adding users to your Vantage dashboard
Adding users to your Vantage dashboard
Updated over a week ago

📌 To add your colleagues as users, do the following:

1. Find the “Users” 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 “Send” or “Send & add another.”

4. The user will now receive an email inviting them to use the Vantage dashboard.

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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