Use the Admin-accessible Team section to add users, disable them, or change their roles. Learn more about Vinesign Admin tools.
Navigate to the Team Tab. On the main page of Vinesign, click the Team tab on the top. This page will show you any users you have.
Add Users
- Click the + Add Team Member button. In the right top corner, click the blue + Add Team Member button.
- Create a new team member. Fill out the information in the form. When you are finished, click the Create New Team Member button at the bottom.
Disable Users
Users can be disabled by Admin users in the Team tab.
If you need to remove or disable a user, click Edit to the left of the user’s name. In the user information, clear the Enabled option and click Save. The user’s status will now change to “Disabled.”
Change User Roles
Users can have their roles changed from “User” to “Admin” and back. Admin users have additional capabilities: they can run reports, view, edit, and delete other users’ templates, and change user roles.
The Company Admin—the original signee for the account—is an exception to this rule. They will always remain an admin and cannot have their role status changed.
To change a user role, click on the Team tab along the top bar in Vinesign. You will see a list of all users for your Vinesign account, with their user roles listed. Find the user whose role you would like to change, and click Edit to the left of their name.
In the user information, select Team Administrator and click Save.
A user role can be changed back at any time using the same process.
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