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Adding user accounts


Anindita Basu    Feedback

Users are employees at your company who log in to the Vymo app. They include sales representatives, managers, and supervisors. Every such person has a user account, are added to the user list. You can add one user account at a time or several accounts all at once.

Each user account has at least the following details:

  • User ID of the person
  • Name of the person
  • Email ID of the person
  • Phone number of the person
  • Name of the reporting manager
  • The user role that's assigned to that person

Do you need a shadow account?

If you need an account that can see what a specific role is doing, but doesn't actually do any of the activities of that role, see Parallel users.

Adding one user account at a time

  1. Log in to the web app.
  2. On the left panel, click Settings > Manage Users.
  3. At the top right, click Add.
  4. On the Add User form, enter the details.
  5. At the bottom of the form, click Add. The person is added to the user list.

Add_user

Adding several user accounts at once

Create a spreadsheet

For bulk upload, you must have a spreadsheet with the account details saved on your computer. The columns in this spreadsheet must correspond to all the fields on the Add User form.

  1. Log in to the web app.
  2. On the left panel, click Settings > Manage Users.
  3. At the top, click Bulk Upload and, in the User Bulk Upload box, click Select File.
  4. Browse to select the spreadsheet file that has the user details.
  5. Click Submit. These people are all added to the user list.

User_bulk_upload

What to do next

Specify the authentication to be used for logins:

See also


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