Setup
      Back to home
      1. Knowledge Base
      2. Venues
      3. Setup

      Creating New Users

      Learn how to create a new User in iVvy.

      Before creating a User in iVvy, it is recommended that you have created a User Policy and User Group. 

      Please review the below articles to ensure you have these areas setup correctly before proceeding: 

      Adding a User

      1. Navigate to Global Settings > Users > Users 
      2. Click 'Add User' 
        Note:         Your contract will outline how many active users you have on your account. If you have exceeded your User count, please contact your Client Success Manager to add an additional user. 
      3. Complete the following: 
        • Username: This can be whatever you like. We tend to recommend an email address to make it easier. 
        • Password: Please set a password for the user. They will be able to reset this when they first login to the system. 
        • Group: Assign user group to determine access to the system. 
        • Additional Groups: If you want the User to be able to access the system through multiple User Groups, select additional groups here. For example you may want a manager to review the access given to their team members for testing. 
        • Salutation
        • First Name: Mandatory
        • Middle Name
        • Last Name: Mandatory
        • Email: Mandatory- If you send document out of iVvy to the customer, the emails will be sent from this email address. This is also where the system will send password resets to. 
        • Direct Phone Number: If you have any placeholders on documents to pull through Sales Person or Coordinator Phone Number we will use this phone number.  
        • Mobile Phone Number: If you have any placeholders on documents to pull through Sales Person or Coordinator Mobile Phone Number we will use this phone number. 
        • Job Title: If you have any placeholders on documents to pull through Sales Person or Coordinator Phone Number we will use this job title. 
        • Can View User Tasks: Select Yes if you would like to be able to view All User Tasks for your venue. 
        • Can View Group Tasks: As above
        • Can Change Tax on Bookings: Can remove tax off an item if needed.
        • Home Page: The default page when you login to iVvy
        • Can Export Data: Should the user be able to export data from the system. 
      4. Click 'Save' 

      iVvy will not send through an email when a login is created so you will need to share the login information with the new user. 

      Your user will now be able to login at:

      • AU - www.ivvy.com.au/a/your account name/login
      • UK - www.ivvy.com.co.uk/a/your account name/login
      • US - www.ivvy.com/a/your account name/login