Please note: To set up your users or add new users to an existing account, you must be an Account Owner. This article explains how to set up your users for the first time and how to add new users to an existing account. It is the same process for both.
To give your users access to the mobile app, the first thing you'll need to do is set up your users on Vatix Workspace. This is the website that accompanies the mobile app and where you'll be able to add users, make changes to your account, create form templates, view completed forms and view tasks.
You will receive your login details from Vatix in an email with the subject line 'Welcome to Vatix!' inviting you to log in using your registered email address. Click on the sign-in link in this email and log in using the details provided. This email may be in your Spam/Junk folder if not in your primary inbox.
If you are an Account Owner, you will then be able to add all of the users who will be using the mobile app.
1. Click on the 'Admin' button in the navigation bar.
2. Click on the blue 'Add User' button. This is located on the top right-hand side of the screen.
3. Fill in the details required, selecting the appropriate role for that user, depending on whether they will be a User, Manager, or Account Owner. This will determine their user permissions (the level of access to information and what they can do on the platform). Select the product licences according to what you have purchased. If you have already created Teams, you can add them to a Team, but this can also be done later.
4. Select the correct product access depending on the product you have purchased. Select the toggle and the colour will change from grey to blue.
5. Click 'Create'. This will send the user a username and password via email, enabling them to log into the platform. Once you have added all your users, you can refresh the page, and all of them will appear in the list.
6. If you would like to change a user's details, click on the user in the 'Users' tab, and click 'Edit'.
To add multiple users at once, refer to this article.
Congratulations! You have added your users. The next step is to create your form templates.