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
Click My Settings in the left-hand menu of your Vinyl dashboard.
Under the Members 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. Their invite shows as pending under the Members tab until they accept, visible to the whole team, not just admins.
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
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:
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 — either Master Admin or Team Member.
Click Save to confirm.
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:
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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