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Multi-user Access

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Patrick B.
  • Updated

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.

 

Screenshot_2017-10-12_16.33.05.png

 

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

    Screenshot_2017-10-12_16.39.19.png

  3. Press "Save"
  4. That's it! You have added a user.

    Screenshot_2017-10-12_16.41.56.png

 

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.