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.