Multi-user Access

Veem offers robust multi-user access features to support large multi-national companies and sole proprietors alike.

• Create individual logins for each employee
• Grant different permissions ot different users
• Enable one person to "draft" a payment and a second to "approve" it
• Manage multiple Veem accounts with one login

Users Settings Tab

Manage all of your users in your Veem Settings under the "Users" tab.

Adding Users

Adding users is easy:

1. Press the "+ Add User" button
2. Fill in the user's name & email address and select a role
   
   
   
   
3. Press "Save"
4. That's it! You have added a user.
   
   

User Role Definitions

Each user may be granted a different permission role providing differing capabilities. We suggest the account owner and perhaps one other employee be granted a Admin role. The Clerk role functions like a "read-only" role.

• Admin: Have total access to Veem. Only admins can update account information and assign user privileges.
• Agent: Have access to create and send payments or invoices, manage contacts and view reports.
• Clerk: Have access to create and edit payments or invoices, but not send them. Clerks can also manage contacts and view reports.
• Accountant Agent: Have access to create and send payments or invoices, manage contacts and view reports. Accountant-Agents cannot view or edit users.
• Accountant: Have access to create and edit payments or invoices, but not send them. Accountants can also manage contacts and view reports. Accountants cannot view or edit users

Joining a Veem Account

Each added user will receive an email with instructions to access the account.