Managing your team in Vinyl is simple. Whether you're onboarding a new team member or updating access, it's easy to manage your team from your dashboard.
Note: Members and Invitations used to be two separate tabs. They're now combined into a single Members tab, so you can see your team and any pending invites in one place.
Add a team member
On the upper right-hand corner of your Vinyl dashboard, click your initials then Settings.
Under the Members tab, click Invite Members.
Enter the email address of the person you'd like to add and choose their role in the team (Master Admin or Team Member), then hit Invite.
They'll receive an email with instructions to join your Vinyl team. Their invite shows as pending under the Members tab until they accept, visible to the whole team, not just admins.
Invite expiration: the invite link and temporary password are valid for 24 hours. If the invite isn't accepted within that time, it will stop working and a new one needs to be sent. To resend an invite, go to My Settings → Members, click the three dots (⋯) next to the person's name, choose Rescind, then send a new invite. This generates a fresh link and temporary password.
Remove a team member
On the upper right-hand corner of your Vinyl dashboard, click your initials then Settings.
Under the Members tab, choose the team member you want to remove and click the icon to remove the team member. Click Remove to confirm deletion. This will permanently remove the team member from your Vinyl team.
Note: Only Master Admins can remove team members from their Vinyl team.
Change a team member's role
Any existing Master Admin can update the role of any team member, including promoting them to Master Admin. There is no limit on the number of Master Admins a workspace can have, so you can give admin access to as many partners, managers, or senior staff as your firm needs.
To change a team member's role:
On the upper right-hand corner of your Vinyl dashboard, click your initials then Settings.
Go to the Members tab and find the person you want to update. Click the pencil icon and pick their new role from there.
The change takes effect immediately. If you're promoting someone to Master Admin, they'll have full admin access as soon as you save. To revoke Master Admin access, follow the same steps and select a different role from the dropdown menu. This includes the ability to update meeting or bot images.
Troubleshooting Master Admin Permissions If you are a Master Admin but cannot see options like "Invite Members" or "Remove Members," it may be due to an authentication issue. To resolve this:
Sign out of Vinyl.
Re-authenticate by signing back in using the appropriate method (e.g., "Sign in with Xero").
After re-authenticating, your Master Admin permissions should be restored, and you will regain access to the missing options.
Important things to remember:
Team invites and temporary passwords are valid for 24 hours. If one isn't accepted in time, a Master Admin can resend a fresh invite from the Members tab.
There is no limit on the number of Master Admins, add as many as your firm needs.
Only Master Admins can add, remove, or change the roles of other users.
Only Master Admins can reset MFA for team members.
Team members share the same hours and access based on your subscription.
If a new user sees a "trial expired" message, it's likely they haven't accepted their invite yet.
Two-factor authentication (2FA) is mandatory for all Vinyl accounts.
Vinyl may appear under an alternate name, such as "AWS Incognito," in authenticator apps.
Everyone on the team, not just Master Admins, can now see their own pending invite status under the Members tab.- If the "Invite Members" button is not visible, sign out and re-authenticate using the appropriate method (e.g., "Sign in with Xero"). Master Admins can also update meeting or bot images.
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