User Management
A user is a person who has a login for Velocity. A user might be an employee of your company, or an independent sales rep.
You can manage your users on the settings page.
To add a new user, navigate to the users page and select Add user. There are two options: Create new user and Send an invitation.
This option will immediately create a new user with the given email and password.
Use this option when you want to create a new email/password login. It's recommended that you create a unique login for each person in your organization. You can select a user's roles here, which control the level of access the user has to Velocity's features.
This option will send a signup link to the given email address. Use this option if your organization uses single sign-on (SSO) to log into Velocity, or the person you are inviting already has a Velocity account with another organization.
When sending an invitation, the Login type dropdown determines how the new user will sign into Velocity (e.g. SSO or email/password). You can also select the new user's roles when using this option.
Note: When you choose this option, you will need to set the person's access to customers, reps, and products after they have logged in for the first time.
When a user is deactivated, they will be unable to access Velocity.
You can deactivate a user from the users list by selecting the … button next to a user and choosing Deactivate user. Alternatively, from the "User Details" tab, select Deactivate.
A user's roles determine which types of resources they have access to in Velocity, and what actions they can take (e.g. create, view, edit, delete).
You may adjust a user's access to Velocity by reassigning roles on the user details page. Select a user from the users list, then choose the Roles tab.
To create new roles, please contact customer support.
Some users should only be able to see a subset of records in Velocity. For example, you may want a sales rep to only see the customers they are responsible for.
You can assign a user visibility to specific customers, reps, and products on the user details page. To learn more about this feature, see Access Control.