How to add team members

As an owner or administrator in VATlified, you can manage your team and assign different roles to team members.

Go to Team

To manage your team, click your name in the top-right corner and select Team.

Here you get an overview of your account information and the team members associated with your account.

Add a team member

Under Team you can invite new team members.

Enter the person’s email address and select the role they should have:

  • User
  • Manager
  • Administrator

Once the invitation has been sent, the person receives an email with a link to create their profile and join the team.

See how to add team members and choose a role

Roles and permissions

The different roles determine which VATlified features the team member can access.

User

As a User, you can perform validations.

You cannot manage companies, company lists, or team members.

Manager

As a Manager, you can:

  • Perform all types of validations
  • Add and manage companies
  • Create company lists with a validation interval

A Manager cannot manage team members.

Administrator

As an Administrator, you can:

  • Perform all types of validations
  • Add and manage companies
  • Create company lists with a validation interval
  • Manage team members

An Administrator cannot manage the account owner.

Owner

As an Owner, you have full administrative responsibility for the VATlified account and can:

  • Perform all types of validations
  • Add and manage companies
  • Create company lists with a validation interval
  • Manage all team members
  • Transfer ownership to another team member
  • Manage billing and subscriptions
  • Set up and manage integrations, such as e-conomic

There can only be one owner

A VATlified account can only have one owner.

Only the owner can manage billing and subscriptions, set up relevant integrations, and transfer ownership to another person on the team.

If ownership is transferred, the selected person becomes the new account owner.