Managing Users in Vega

As an Admin role, you may need to update the status of your users, mark them as inactive or create new ones.

This is possible in Vega under Admin > User Maintenance

Once here, you should see a list of all your active users in Vega. Clicking on a user will open up further detail.

From the screen above, you can edit the name fields, set the user as Inactive, add a signature image and text and view the user audit log.

Please note- If you are needing to set a System Admin user as inactive, you will need to first reduce the role and save this user to display the Accessibility option.

The user's branch will be automatically assigned to any new contact they add.

Setting the user as Inactive will no longer allow them to log into your organisation and they will only show in the User Maintenance when the option to Show Inactive is selected:

A user can be changed back to active by opening their user details and unticking the Set Inactive box and then click Save.

The signature image and text added here can be used as a merge tag in a document to populate the fields when this user is logged in and sending a communication from Vega.

Add a new user

Click the blue Add User button to create a new user in your system

Once all fields have been completed, click Save.

The user will receive an email to the email address used in setup to authorise the address and they must follow the prompt to activate the account which will take them to a password set up. 

(Please check your junk email if this has not come through to your inbox)