How do I invite a new user?

Create a user in Vista

Follow these steps to add a new user to your account:

1. Open User Management

   • Navigate to User Management in the left-hand menu.

   • In the upper-right corner, you’ll see two options: Role Management and Create User.

2. Start creating a user

   • Click Create User to begin.

3. Enter user details

   • Fill in the required information:

     • First Name and Last Name

     • Email

     • Phone Number (optional - recommended to leave empty)

     • Role

4. Create the user

   • Once all required fields are completed, click Create.

   • The user has now been added to your account, and an activation email has been sent to their email address.

Default roles

Administrator

By default, Administrators have access to the following areas:

• New Request

• Request Log

• Healthcheck

• Statistics

• Event Log

• Settings

• Switch Organization

Administrators have full control and can manage roles and permissions across the account.

Administrator Officer

The Administrator Officer role has more limited access compared to a full Administrator. 

By default, Administrator Officers have access to:

• New Request

• Request Log

• Statistics

• Settings

This role is suitable for users who need operational access without full administrative control.