The first thing that you need to do when setting up your Vincere account is to add all your users into the system, and configure their accounts so that they only have access to the parts of the system that you want them to be able to view.
How do I add Users in the system?
From the side bar menu, click on Settings > User Management
On this page you can do the following:
a. View all the users in the system (active/inactive users)
b. Add new users
c. Deactivate, delete, reset password of users
To add a new user, simply click the ‘Add New User’ button at the top of the page. You’ll only be able to add a new user to the system if you have unused licenses on your subscription. If you need to increase the number of licenses on your account simply head to Settings > Billing; or contact our support team and we'd be more than happy to increase your licenses! Click here for more info on this!
How do I setup the Permissions?
There are two parts of the user form which affect the level of access to the system that the user has.
- Responsibilities section - 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:
(a) Billing page
(b) Admin Settings page
(c) User Management page
(d) Field Configuration
(e) Export to CSV function
(f) Edit Placement information
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 Researcher – don’t come with any specific permissions. Someone who has the Director responsibility, by default, has the same level of access to Vincere as someone who has the Researcher responsibility. These responsibilities are for internal record keeping, rather than for giving users access to different parts of Vincere.
2. Permissions Tab - This is where you can edit what a user can do inside Vincere.
For further details on each of these specific permission, click here.