The first step in setting up your Vincere account is to add all your users to the system and configure their accounts to ensure they have access only to the parts of the system you want them to view.
Click on the links ⬇️ to skip to the section that you're interested in:
⭕ Adding Users
Accessing User Management
From the sidebar menu, go to Settings > User Management.
What You Can View on This Page
On the User Management page, you can see the following details for each user:
User Name: The name of the user.
Email: The user's email address.
Email Connected: Indicates whether the user has established their Nylas or IMAP connection.
Email Status: The connection status of the user's email.
User Role: The role assigned to the user, such as Administrator, Director, Consultant, Manager, or Resourcer.
Brand: The brand associated with the user.
Identity Provider: Specifies whether the access is managed by Access Group or Vincere.
MFA Status on Last Login: Displays whether Multi-Factor Authentication (MFA) is enabled or disabled during the last login.
Company List: The number of company lists owned by the user.
Distribution List: The number of distribution lists owned by the user.
Talent Pool: The number of talent pools owned by the user.
Location: The region the user is responsible for.
Last Login: The date and time of the user's last login.
Actions You Can Perform
On this page, you can:
1. View All Users: Toggle between viewing active and inactive users using the button located at the top right of the screen.
2. Add New Users: Click the Add New User button at the top of the page to add a new user to the system.
3. Deactivate, Delete, or Reset User Password: Depending on the user's Identity Provider (Vincere or Access Group), you have the following options:
Vincere: Update User Role, Deactivate, Reallocate Entity Pool, Delete, Reset Password.
Access Group: Update User Role, Deactivate, Delete.
📝 Note: For password changes, contact the Vincere Support Team if the user is managed by an Access Group
Adding New Users
To add a new user:
Click the Add New User button at the top of the page.
Ensure you have enough unused licenses in your subscription. If you need more licenses, go to Settings > Billing or contact our support team. Click here for more information!
⭕ Setting Permissions
Setting up user permissions is crucial to controlling the level of access each user has within the Vincere system. There are two key parts of the user form that affect the user's access:
User Responsibilities
User Permission
🎯 User Responsibilities
If a User has Administrator responsibilities, they will be able to – by default – access all parts of the system... we call these your Vincere Super Users 😍
🤩 Most importantly, Administrators have access to:
Admin Settings page
And the rest of the roles won't have access to Marketplace, Import, Admin settings, or field configuration.
⛔️IMPORTANT
We recommend reserving Administrator responsibility for MD level and database administrators/managers as you don't want this permission in the wrong hands.
📌 The other responsibilities: Director, Manager, Consultant, and Resourcer – don’t come with any specific permissions.
Someone who has the Director's responsibility, by default, has the same level of access to Vincere as someone who has the Resourcer's responsibility.
These responsibilities are for internal record keeping, rather than for giving users access to different parts of Vincere.
So every time, you create a new User with a specific Role like Director, Manager, Consultant, or Resourcer.
If you wish to check what Permissions the role has been granted just simply click on The Permissions Tab located on the top left of the screen.
📝 Note: You can also grant more permission to the role beside the default settings by ticking on the checkbox next to each access permission. Once done, don't forget to click on Save.
🎯 User Permissions
After adding the new user and setting their responsibility as either an Administrator or Director, Manager, Consultant or Researcher. It's time to configure what a user can do inside Vincere.
📂 For details on this, please refer to this article: User Permissions
Happy Recruitment #TheVinnyWay🤩