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How to Add a Team Member to Your Bookvault Account

Learn how to add team members to your Bookvault account, give them their own login and control what they can access using roles and permissions.

If multiple people need access to your Bookvault account, you can add them as individual team members rather than sharing the same login.

Each team member can have their own login details, and you can choose what they're able to access within your account.

1. Open Team Management

Log in to your Bookvault account and select Team Management from the menu on the left-hand side.

This page shows the members of your team who currently have access to your Bookvault account.

 

 2. Select Add New User

Click Add New User in the top-right corner of the Team Management page.

KEEP CURRENT SCREENSHOT HERE showing the Add New User button.

3. Enter the team member's details

A panel will open where you can enter the new user's:

  • Email address
  • Basic account details
  • Role

These details can be changed later if required.

 4. Choose their access level

Choose the role you want the new team member to have.

For example, you can give someone broad access to the account with a Master account, or give them an Order Fulfilment role if they only need to place and view orders.

You can also create custom roles if you need more control over what a team member can access.

5. Add the new user

Once you've entered their details and selected the appropriate role, click Add New User.

The new team member will receive an email inviting them to set up their own password. Once they've done this, they can log in and access your Bookvault account using the permissions you've given them.