User Management
Table of Contents
In the Users section, you can manage your existing team members and invite new users to collaborate within your company.
View Team Members
This area displays a list of all users in your team, highlighting key details such as their first and last names, email addresses, last seen activity, account status (active or inactive), and whether two-factor authentication (2FA) is enabled or required:
This transparency facilitates easy monitoring of user engagement and security settings.
Change User Roles
To change a user’s role, click on "More" and then select "Show assigned companies." Adjusting a user’s role is straightforward—simply choose the new role from the dropdown menu of available options:
This ensures that your team members have appropriate access levels based on their responsibilities.
Invite New Users to VAT4U
To onboard new users to VAT4U, follow these steps:
Click the "Add new user" button: This will allow you to invite new users to the companies you currently have access to.
Enter the User’s Email:
- Start typing the user's email in the field labeled "Type user email here."
- VAT4U recognizes two situations:
- Existing User: If the user is already registered in VAT4U (e.g., invited to another company you manage), VAT4U will auto-suggest their email as you type. You can then select the user from the dropdown.
- New User: If this is the first time you're inviting the user, ensure their email is valid before moving to the next step.
Assign User to Companies:
- After entering the email, you’ll see a list of companies you manage.
- Check one or more companies to which you'd like to invite the user.
Set User Roles:
- For each selected company, choose an appropriate role for the new user (e.g., Administrator, Viewer, etc.).
Send the Invitation:
Once all roles are assigned, click the "Send Invitation" button at the bottom of the page. The user will receive an email with the invitation details. If the user is new to VAT4U, the email will include a link for account setup. If the user is already registered on VAT4U, they will simply need to accept the invitation via email.
Delete a User
To deactivate a user:
- Navigate to More -> Deactivate.
This will smoothly remove the user’s access to the company's account in VAT4U.