Vectera allows you to add team members and customizations to your organization. Visit Customization to get started!
Step 1: Name your team
All good teams have a good name. So does yours. By default, this is your first name. You can edit your team's name by selecting the text and typing a new name in the field.
Note: Changing the team name will impact your meeting room and booking page URL's if you haven't set up a custom domain!
Step 2: Add a logo, favicon and background images
Upload a logo and background images for your whole team. All team members will have this logo and background images. The background image will show on the welcoming page when you try to enter the meeting room.
You can add a link below homepage, if someone clicks on your logo they will be redirected to that page eg. your company website.
For more information on the logo, favicon and backgrounds read this help article.
Step 3: Add a custom domain
If you want to have custom meeting room links and booking pages, you can setup a custom domain. In this help article we guide you through the steps!
Setting up a custom domain will change your meeting rooms (and booking pages) from Vectera.com/meet/team-name/meeting-room to meet.mydomain.com/meeting-room..
Next steps
Users in the trial period and users with a Vectera (monthly/yearly) Pro plan can follow step 4.
Users with a free plan who want to add team members will have to start a subscription first! Go to your subscription page, choose a plan (monthly or yearly), select the add-ons you would like to have and check out.
Step 4: Invite new members
! Important ! Adding new team members will automatically update your PRO/Business subscription. Vectera will update the subscription once a day when changes have been made in https://www.vectera.com/team/members/..
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):
Pending email invitations are shown at the bottom of the page. Once the invitation is accepted the new team member will be displayed 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.
On this page you can
- Make the team member an admin
- Suspend the team member
- Remove the team member from your team
- Delete the account of the team member permanently
Read more about inviting a team member in this help article.
Step 5: Edit your team's subscription
All your team members are on the same subscription. This means a single invoice for the entire team.
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!