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Manage Your Team in Vinyl

Updated over 2 months ago

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.

Add a team member

Click My Settings in the left-hand menu of your Vinyl dashboard.

Under the Invitations tab, click Invite Members.

Enter the email address of the person you'd like to add, then hit Invite.

They’ll receive an email with instructions to join your Vinyl team.

Remove a team member

Click My Settings in the left-hand menu of your Vinyl dashboard.

Under the Members tab, choose the team member you want to remove from your team.

Click the three dots () next to their name and select Remove Member.

Click Remove to confirm deletion.


​This will permanently remove the contact from your Vinyl account.

Change a Team Member's Role in Vinyl

Only your team’s current Master Admin can update user roles in Vinyl. If you need to assign someone else as Master Admin or update a team member’s access level, follow these steps:

  • Log into your Vinyl account and click My Settings from the left-hand menu.

  • Open the Members tab.

  • Find the person whose role you want to update.

  • Click the three dots (⋯) next to their name, then choose Edit.

Select the new role from the dropdown, then click Save to confirm.

⚠️ Things to keep in mind

  • Only Master Admins can add or remove users.

  • Team members will 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.

Need help with anything? Reach out to [email protected].

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