Invite a new team member

If you want colleagues or team members to be able to have separate meeting rooms with the same branding, you can invite them to your team. Here's how you can invite them!

 

Invite a new team member

At the right top of the page click on Invite team member. A pop-up with 2 invite options will appear. You can invite a new team member by generating and sending a link (1) or via an email invite (2):

  1. Invite via a link
    1. Click on Generate link
    2. Click on Copy link. 
    3. Send it to the team members you would like to add to your team. This link can be used by multiple people to join the team.
    4. They will now be able to create a new account or log in (if they already have a Vectera account) and accept the team invitation.

       
  2. Invite via email
    1. Add the email address of the team member that you want to invite. Once you start typing a new field will appear. If you want to invite multiple people, you can use the second field for the second email address.
    2. Update the invite text if necessary
    3. Click on Send invite
    4. In the next screen you will see if the invite has been sent successfully.

Invites

Pending email invitations are shown at the bottom of the page. Here you can see the email addresses of the pending invites. You can resend the invitation or remove the invitation (Bin icon).

Team members

Once the invitation is accepted the new team member will show in the list of team members and you will notice that the counter has been updated. The new team member can start using their Vectera account.

Note: If you don't want the new team members to see the 'Team member' page, you can uncheck 'Show the team members page to non-admins' in the team settings.

 

On the Team member page you can execute several actions regarding team members by clicking on the three dots next to the user’s name:

  • Make the team member an admin (or revoke the admin rights)
  • Suspend the team member
  • Remove the team member from your team 
  • Delete the account of the team member permanently

 

Give/revoke admin rights

You can easily make a team member an admin by clicking on the 3 dots next to the user’s name. Now click on Give admin rights and confirm in the pop-up by clicking on Give admin rights.

You will now see a check mark next to the user’s name, which means they now have admin rights.

To remove the admin rights of a user, you can follow the same steps. Click on the 3 dots, Revoke admin rights and confirm in the pop-up by clicking on Revoke admin rights. The check mark will now be gone.

 

Suspend / Remove / Permanently delete

When you click on the 3 dots next to a team member’s name you will see the Suspend, Remove and Permanently delete options. These 3 options will deactivate the team member in your team in a different way. For all options, the subscription amount will be negatively impacted.

 

Suspend 

If you suspend a team member, they will still be a part of your team but won't be able to use their profile anymore until you reactivate it. Suspending a team member is useful if a team member is temporarily unavailable (eg. A long holiday, maternity leave, ..) but you are certain that they will rejoin the team.

While being suspended, the meeting types of the team member will be blocked for booking and meeting rooms will remain active based on the access settings. A suspended user will not be included in the subscription.

You can reactivate a team member by clicking on the menu icon (= three dots) on the right side of the name of that person and then click on 'Reactivate'.

 

Remove

You can Remove a team member from your team. This means that they will leave the team but the account will still exist with their meeting rooms, meeting types, … They will be in a separate team.

The account won’t be visible in your Member management page anymore. If you want to re-add them to your team, you will have to send them an invite.

 

Permanently delete

If you permanently delete a user, it will remove them from your team but it will also remove everything from this profile (meeting rooms, meeting types, data,..) This step is irreversible and the Vectera team won’t be able to recover any data.

 

Subscription

Adding new team members will automatically update your Vectera subscription. Vectera will update the subscription once a day when changes have been made in https://www.vectera.com/team/members/.


Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!

 

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