See Employee Change How-To (Users and Responsibilities) for more details.įor more on Responsibilities, check out the Understanding Roles, Responsibilities and Portfolios article. A Responsibility can be added either through (1) the User page (by drilling down on the User and adding a responsibility) or (2) the Responsibility page (by drilling down on the Responsibility and adding the user). The Basics Learn about Vantaca's basic concepts, functions, and navigation Includes Imports, Letter Templates, Print Queue, and. Note: Users must be assigned at least one Responsibility to log in to Vantaca. Integrated banks reduce much of the manual effort required to. Manage and resolve support tickets via Zendesk, email, and phone. One of the important features of Vantaca is our banking integrations. Phone: The cell phone number of the User for text notifications from Vantaca. Summary: This article discusses the pitfalls of not using one of Vantacas many banking integrations along with how to properly manually maintain your associations Bank Accounts.Email: The email of the User for notifications from Vantaca.Password: The password that the User will use to log in to Vantaca.Login: The login that the User will use to log in to Vantaca.This is what will display in Vantaca on actions taken by the user. User Name: The first and last name of the User.To add a new user, click the New User button.Ĭomplete the New User popup, enter the information, and click Update to create the user. To begin, navigate to the Settings > Users page as seen below. Summary: This article will show you how to set up a new user in your Vantaca database.
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