User Management
Invite staff to Vega, assign roles, and manage team access in User Management—onboard teammates without sharing one login or password.
Watch this walkthrough
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Manage your organization’s team from Settings > Users.
Inviting Staff
- Navigate to Settings > Users and open the Invited Staff tab
- Click Invite staff, then choose Invite Staff from the menu
- In the Invite staff member dialog, enter the staff member’s name, email, and optionally a phone number
- Select the role to assign
- Click Send invite
Invited members receive an email with a link to join your organization. If they don’t have a Vega account yet, they’ll be prompted to create one.
💡 Permission Required
You need the Manage Staff permission to invite or manage team members.
Bulk Upload Staff via CSV
You can invite multiple staff members at once by uploading a CSV file.
- Navigate to Settings > Users and click the Invited Staff tab
- Click Invite staff to open the dropdown menu
- Select Upload CSV
- Choose a role — all imported users will be assigned this role
- Upload your CSV file by clicking the upload area or dragging and dropping the file
- Review the preview — Vega will show how many users are ready to import and flag any errors
- Click Upload to send invitations to all valid users
CSV Format
Your CSV file must include the following columns:
- name — The staff member’s full name (required)
- email — A valid email address (required)
- phone — Phone number (optional; assumes US +1 if no country code is provided)
💡 Download a Template
Click Download Sample in the upload modal to get a pre-formatted CSV template you can fill in.
Managing Existing Members
From the User Management page, you can:
- View all current staff members and their roles
- Change roles — Reassign a member to a different role
- Remove members — Remove someone from the organization
Related
- Roles & Permissions — Create and configure custom roles
- Organization Onboarding — Initial staff setup during onboarding