Users & permissions
Control what each member can access.
9 articles
- The three types of users in VantageThe difference between full users, lite users, and vendors, and when to use each type.
- Inviting a Full userHow to invite a Full user to your Vantage workspace and assign their permission group.
- Inviting a Lite userHow to invite a Lite user to your Vantage workspace.
- Resending a user invitationHow to resend an invitation to a user who hasn't accepted or whose link has expired.
- Understanding permission groupsWhat each Vantage permission group can do, and which to assign to each type of user.
- Organizing users into teamsHow to create teams and add users to them to organise your workforce in Vantage.
- Understanding user labelsHow to create user labels and assign them to organize and filter your team on the Schedule.
- Deactivating a userHow to remove a user's access to Vantage without deleting their account or records.
- Using the Client portalWhat the Client Portal is, what clients can see, and how to invite a client contact.