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Everything about who can sign in and what they can do lives in Administration > Users: that is where you invite your team and give them their roles. You need the matching permissions to see and change users.
The Users list.

The Users list.

Users

The Users page lists your team. Search by name, username or email, and filter by Any role or Any status. A summary shows how many users are active and how many inactive. Each user is Active or Inactive. An account that was invited and has not set its password yet shows Invitation pending, or Invitation expired if the link lapsed.

Invite a user

1

Open the form

Choose New user.
2

Fill in the details

Enter the given names, last name, ID number, email and a Username. The username is unique across all of Velyti.
3

Choose the roles

Choose at least one role. Each role says what it is for. A user may hold several roles, and their permissions add up.
4

Send the invitation

The app sends an email with a link to set a password. The link expires in 72 hours. Nobody types a colleague’s password: the person sets their own.
If the email does not arrive, open the user’s row actions and choose Resend invitation, or use Reset access. The app shows an Access link once. Copy it and hand it over through a safe channel: Velyti only keeps its fingerprint. The app says whether the email also went out; if it did not, hand the link over yourself.
Reset access generates a link to set a new password and closes the person’s open sessions.

Whom you can manage

You can edit, deactivate, delete or send an access link only to users whose permissions you also hold and who work only in your branches; the Administrator can manage everyone. For anyone else those actions do not appear, so their password, email or account cannot be changed by someone with less access.

Branches

When you Edit a user, Branches sets where they work: the branches whose vehicles, contracts and procedures they see and record. Choose Every branch (including those opened later) or Only these branches with at least one selected; it is saved with the rest of the form when you press Save. You can only give branches you work in yourself, and only someone who works in every branch can give every branch. The change reaches their session within a few minutes.

Deactivate, activate or delete

To stop someone signing in while keeping their name on the paperwork, deactivate them. Your plan may limit active users; see Plan and billing.

Roles

A role is a set of permissions for one kind of work. The standard roles are Administrator, Basic user, Management, Sales advisor, Purchasing appraiser and Accounting. A user holds the sum of the permissions of all their roles. You choose which roles each person holds when you invite them or Edit their account; Velyti defines what each role allows. You never set permissions one by one.
No role fits someone? Write to us from Support and we adjust a role or create a new one for your company. Avoid giving Administrator to someone who does not run the company: it holds every permission, including creating users, seeing payments and giving Support access.
You can only give roles whose permissions you also hold; the Administrator can give them all. See Profile and settings to check your own permissions, and Glossary for terms.