Inviting Your Team

VEKTIS is designed for teams. Your organization’s admin can invite team members and control what they can do.

Roles

VEKTIS has two roles:

Role	What they can do
Admin	Everything — create, edit, and delete dev items, initiatives, metrics, and users
Viewer	View all data — dev items, initiatives, metrics, and results. Cannot create or modify anything.

Note

There is no self-service signup. An admin must create each user’s account and provide them with their login credentials.

Adding a team member

1. Go to the Users section (admin only)
2. Click “Add User”
3. Enter their details:
   • Email address — Must be a valid email format
   • Role — Admin or Viewer
4. Save — The user is created and can sign in immediately

The new user will need to change their password on first sign in. See Signing In for details on the first-login experience.

Choosing the right role

Give them Admin if they…	Give them Viewer if they…
Need to create dev items	Only need to check on results
Will be collecting metrics	Are reviewing progress for reporting
Manage team members	Don’t need to change any data
Own initiatives	Want read-only access to dashboards

Tip

Start with Viewer access when you’re unsure. You can always upgrade someone to Admin later. It’s easier to grant more access than to realize someone accidentally modified data.

Managing existing users

Admins can:

• Change a user’s role — Promote a Viewer to Admin, or change an Admin to Viewer
• Remove a user — Removes their access to the organization

All user management actions are logged for accountability.

Organization isolation

Each organization in VEKTIS is completely separate. Users in one organization cannot see or access data from another organization. There is no cross-organization access.