Create new users

1. Sign in to Vertex as an administrator, and in the upper-right corner, click your initials, and choose Admin Settings. If you don’t see Admin Settings, this means you’re not an Administrator.
2. Click Add Users.
3. In the Add User dialog, enter the following:
   1. The first and last name of the user and their email address.
   2. For License, choose one of the following:
      • Administrator - All functionality of a Connect User, and can also create and manage user accounts and Team Workspaces.
      • Connect User - Full access to all Vertex features, including model import, story creation, and all collaboration features.
      • Story User - Access to collaboration functionality in Vertex Stories only. 
   3. Select or clear Send user welcome email.

      If selected, the user will receive an email invitation with a temporary password once you click Add User or Save & Add Another.

      If cleared, the user won’t receive their invitation and temporary password until you choose to send it. When you’re ready to do this, go to the list of users, find their name, and from the More  menu, choose Resend Welcome Email.

      

4. Click Save & Add Another or Add User.
5. If you need to modify an existing user’s account, simply use the More  menu, as shown above.

Note: If you receive a message "This user already exists," close the Add User panel and search for that User to ensure the accuracy of their information and make adjustments as needed.