Create a new user

Desktop

  1. Sign in to Vertex as an administrator.
  2. In the upper-right corner, click your initials and choose Admin Settings.
  3. From the Users panel, click Add Users.
  4. In the Add User dialog, enter the following:
    • First Name
    • Last Name
    • Email Address - The username that’s used to sign in
    • License
      • Connect User - Full access to all Vertex features, including model import, story creation, and all collaboration features.
      • Administrator - All functionality of a Connect User, and can also create and manage user accounts and Team Workspaces.
      • Story User - Access to collaboration functionality in Vertex Stories only.
    • Send user welcome email - Sends an email with a temporary password to new users. The password is good for 30 days. If you don’t select this, you can send the Welcome email later.
  5. If you’re not done creating users, click Save & Add Another. Otherwise, click Add User.

Note: If you receive a message "This user already exists," close the Add User panel and search for that User to ensure the accuracy of their information and make adjustments as needed.

Mobile

  1. Sign in to Vertex as an administrator.
  2. In the lower-right corner, tap Account and choose Users.
  3. In the lower-right corner, tap Add User .
  4. In the Add User window, enter the following:
    • First Name
    • Last Name
    • Email Address - The username that's used to sign in
    • License - Connect User, Administrator, or Story User
      • Connect User - Full access to all Vertex features, including 3D model import, 3D story creation, and 3D interactivity.
      • Administrator - All functionality of a Connect User, and can also create and manage user accounts and Team Workspaces.
      • Story User - Access to collaboration functionality in Vertex Stories only. 
    • Send user welcome email - Sends an email with a temporary password to new users. The password is good for 30 days. If you don’t select this, you can send the Welcome email later.
  5. If you’re not done creating users, tap Save & Add Another. Otherwise, tap Save.

Note: If you receive a message "This user already exists," close the Add User panel and search for that User to ensure the accuracy of their information and make adjustments as needed.