How do I add a new User?

Vendoroo makes it easy to onboard new team members or update existing user info. Here’s how to manage user access:

➕ How to Request a New User

Option 1: Let us create it for you

1. Submit a Request via PMRoo

   Use natural language:

   “Please add a new user to our account.”

2. Include the Following Info:

   • First Name
   • Last Name
   • Email Address
   • Phone Number

3. What Happens Next:

   • Your request is routed to the Vendoroo Dev Team
   • The user will receive an invite with login credentials and access based on your account’s permission structure

⏱️ Turnaround Time: Typically processed within 1 business day

Option 2: Create a user yourself

Guide: User Creation Instructions

Video: Video of how to Create a new user

1. Navigate to your Workspace

2. Go to the “People” Tab in your navigation bar

3. Click “Create New User”

4. Select the User’s Role

5. Select the User’s Job Type

6. Enter their Email Address

7. Enter their Phone Number

8. Enter their First Name

9. Enter their Last Name

10. Add any relevant contact notes

11. Create a password for them to log in

12. Click “Save” to finish creating the user

? How to Update an Existing User

Need to change a user’s name, email, or contact number?

• Reach out directly to your Account Manager (AM)
• Include the updated info and which user profile needs to be changed

?️ Best Practices

• Always use company email addresses for team access
• Notify your AM when employees leave or change roles
• For urgent access needs, flag your request as "priority" in PMRoo