How to Set Up New Users?

VESYL allows you to add team members with customized permissions so your staff can access only the features they need. Proper user setup helps maintain security and streamline workflows.

Step 1: Access User Settings

1. Click your Name in the bottom-left corner of the VESYL dashboard.
2. Select Settings from the menu.

Step 2: Invite a New User

1. Navigate to the Dashboard Logins tab.
2. Click Invite User.
3. Enter the Name and Email Address of the new user.
4. Click Send Email Invitation.

The invited user will receive an email to create their account and access the VESYL dashboard.

Step 3: Assign Permissions

1. After the user accepts the invitation, locate their name in the Dashboard Logins list.
2. Click the Pencil Icon next to their name to edit permissions.
3. Select the appropriate permissions for the user based on their role. Examples of permissions include:
   
   • Access to Orders
   • Access to Reports and Analytics
   • Manage Shipping Automation
   • View or Purchase Labels
4. Click Save to apply the permissions.

Best Practices for User Setup

• Limit Access: Only grant access to features necessary for the user’s role.
• Review Regularly: Periodically review user permissions to ensure proper access and security.
• Track Invitations: Keep a record of who has been invited and accepted their VESYL account.
• Training: Ensure new users receive training on the features they have access to avoid errors in shipping or reporting.
  
  

By correctly setting up new users and assigning appropriate permissions, you maintain a secure, organized, and efficient VESYL workflow for your team.