User and Team Management
The Users tab is the control centre for managing individual user accounts, assigning roles, and structuring the organisation's teams and departments.
This entire tab and its features are only visible to and editable by Administrators. Team Leads and Agents cannot access this section.
1. Managing Individual User Accounts
The Users sub-tab provides a comprehensive list and management tools for every account in your organisation.
A. Finding and Adding Users
- Search Bar: Quickly find specific users by typing in a name or email address.
- Filter: Open options to filter the list by Department, Team, or Role.
- Add User: Click the Add User icon to create a new user account or invite a team member.
- Show Deleted Users: View previously deactivated accounts.
B. Configuring User Permissions
When adding or editing a user, Administrators define their access and visibility:
| Setting | Description | Role Options |
|---|---|---|
| Role | The level of administrative access and permissions granted. | admin or user. |
| View | The scope of data the user can view across the platform. | organisation, department, or team. |
| View Redactions | Permission to view transcripts before sensitive data is masked. | Yes (can see sensitive data) or No (sees redacted data). |
2. Managing Organisational Structure
The Org Table sub-tab provides a hierarchical view of the Departments and Teams within your organisation.
A. Viewing the Hierarchy
The table is organised into three main columns, showing nested relationships:
- Organisation: The top level, also listing users who are members but currently unassigned to a team or department.
- Departments: All created departments (e.g., Load Dept).
- Teams: All teams, typically nested under a Department, showing their member lists (e.g., New Team (Test) has Khaya as a member).
If a Department or Team is listed with the label "No Users", it means the structure exists but no user accounts are currently assigned to it.
B. Creating New Structures
- Create: Use the Create icon to initiate the process of establishing a new Department or a new Team within the organisational structure.
3. Bulk Importing Agents
While individual user creation is done here, the Bulk Upload feature for agents is found under the Agent Management feature.
When bulk importing agents via a CSV file, Administrators have two choices regarding new teams and departments:
- Create new departments and teams: If a department or team in the CSV does not exist in the Org Table, Vela will create them.
- Skip agents: Agents whose teams or departments do not yet exist will be skipped during the import.