How to Create a New User in Vantify

How to Create a New User in Vantify

Adding new users to your Vantify account

As an administrator, you can create new user accounts for your team members across all Vantify platforms. This guide walks you through the process.

Prerequisites

You must have Administrator or Site Manager permissions to create new users. If you do not have these permissions, please contact your organisation's Vantify administrator.

Step 1: Navigate to User Management

Log into your Vantify platform and go to Settings > User Management > Users.

Step 2: Click 'Add New User'

Click the Add New User button in the top-right corner of the Users list.

Step 3: Fill in user details

Enter the following information:

  • First Name and Last Name
  • Email Address (this will be their login username)
  • Role – select from Administrator, Manager, Standard User, or Read-Only
  • Assigned Properties/Sites – select which properties or sites the user should have access to

Step 4: Set permissions

Choose which modules the user should be able to access (e.g., Risk Assessments, Action Tracking, Document Library, Compliance Dashboard).

Step 5: Send invitation

Click Save & Send Invitation. The new user will receive an email with instructions to set their password and complete their profile.

Important notes

  • New users must accept the invitation within 7 days or the link will expire.
  • You can resend the invitation from the User Management screen.
  • Each user requires a valid email address – shared or generic emails are not supported.

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