Viewing users
The Users tab in the left pane lists every user created in the tenant. Users who haven’t yet accepted their invitation are marked with an invite icon next to their name — hover over the icon to see when the invite was sent.Creating a user
1
Open the new user dialog
Navigate to the Users tab in the left pane and click New User.
2
Enter the user's details
On the General tab, enter the name and email address of the new user.
3
Assign roles
On the Roles tab, select the checkbox next to each role you want to assign.Three roles can be scoped to specific skills — Skill User, Manual Review Operator, and Processing Supervisor. For these, click the role’s name to open its settings panel, and then either:
- Toggle Allow all current and further skills on to grant the role access to every skill in the tenant, including any added later.
- Leave the toggle off and select the checkboxes for the specific skills the role applies to. Manual Review Operator can also be scoped to specific stages within a skill.
0/118).For more information about roles and permissions, see Role-based access control.4
Send the invitation
Click Send Invite and Save. Vantage creates the user and sends an invitation with a registration link to the email address you specified.
Invites remain valid for 14 days. If the user doesn’t register within that window, Vantage deletes the user and invalidates the link.
Resending an invitation
1
Select the user
On the Users tab, select the checkbox to the left of the user’s name.
2
Resend the invite
Click Resend Invite.
3
Confirm the email address
In the dialog that opens, modify the email address if needed, then click Send.
Deleting a user
1
Select the user
On the Users tab, select the checkbox to the left of the user’s name.
2
Delete the user
Click Delete to confirm the deletion. The user is removed from the list and access to their data is blocked.