This guide will show you how to add, manage access, and delete users via the User tab for Organization Admins.
Video Walkthrough
Add a New User
To add a new user to your organization:
Click the "Add User" button
Select "Manually"
Enter a name and email address. Make sure that there are no spaces or hidden characters if pasting an email address, "john.doe@vic.ai " won't be accepted.
Click Add New User
Note: If this user should be an Organization Admin, please contact us via the chat support bubble or email support@vic.ai.
Adding Companies
To add Companies to a user:
Use the search field and select all the desired Companies
Click the + icon to add them to the user
Adding & Editing Role Permissions for a User
#1: Update Companies
Click on a company ribbon, or click "Expand All" to open up company roles
Set permissions as desired
#2: Update Multiple Companies
Click "Edit Multiple" button
Using the multi-select dropdown, select the companies or "all" to update
Set permissions as desired
Click "Apply" to make the changes to all companies selected
Searching & Sorting Users
Search
To search existing users within your company, type either their name or email address into the search bar.
Sort Users
Click the arrows to the right of a column
Download CSV of Users
To see a list of users in your Organization, click the download CSV button. In the CSV you will find a list of all users in your organization along with information about the companies they have access to and their permissions.
Deleting Company Access
To delete Company Access, follow these steps:
Select a user
Click the "X" on the right side of the Company Ribbon on the "Companies" tab
Delete User
To permanently delete a user:
Click the "X" to the right of their name or the "Delete" button on the "Information" tab
Confirm that you'd like to delete the user.
Note: If this user is an Organization Admin, please contact us via the chat support bubble or email support@vic.ai.