Getting started with Vidalytics just got easier. New account owners can now invite their entire team during the signup process, so collaboration begins immediately.
Instead of creating an account and then navigating to settings to add users later, admins can invite teammates directly inside the onboarding flow and assign permission levels before the account is fully created.
This helps teams start working together from Day 1.
Invite Your Team During Signup
A new onboarding step allows account owners to add teammates while creating their account.
You can:
Enter teammate email addresses
Assign permission levels
Send invites instantly
Finish signup with your team already onboarded
Invited users receive an email invitation and can complete their own registration to access the account.
Permission Presets
Each invited user can be assigned a permission preset before the invite is sent.
Visitor role is selected by default
Roles can be changed during the invite process
Permissions apply once the user finishes registration
Seat-Aware Onboarding
The system automatically respects your plan seat limits.
Invite only as many users as your plan allows
Seat warnings appear if limits are exceeded
Additional users require a plan upgrade
Streamlined Team Setup
Everything happens in one flow:
No need to visit account settings later
No waiting to add users after signup
Immediate collaboration once the account is created
How to Invite Your Team During Signup
Begin creating your Vidalytics account.
When you reach the Invite Your Team step during signup:
Enter the email addresses of your teammates.
For each user, select a permission preset (Visitor is selected by default).
Add as many users as your plan’s seat limit allows.
Click Send Invites to finalize the invitations.
Your teammates will receive an email to complete their registration and access the account.
If you skip this step, you can always invite users later from Account Settings → User Management.
Benefits
Faster Team Onboarding:
Teams can begin collaborating immediately after account creation.
No Delayed Setup:
Avoid the extra step of configuring users after signup.
Admin Permission Control:
Assign permission levels before teammates join.
Plan-Aware Seat Management:
The system automatically respects your seat limits.
Ideal for Agencies and Teams:
Quickly bring marketers, media buyers, analysts, or clients into the account.
Rules & Limitations
Total users (including the account owner) cannot exceed your plan’s seat limit
Only valid and unique email addresses are accepted
Each invited user must have at least the Visitor role assigned
Duplicate email entries are not allowed
Only account owners/admins see the invite step during onboarding
Note:
Not Supported:
Bypassing seat limits
Bulk CSV uploads during signup
Creating custom permission roles during onboarding
Edge Cases & Expected Behavior
Duplicate emails will be rejected automatically.
Invalid email formats must be corrected before continuing.
If seat limits are exceeded, users must be removed or the plan upgraded.
If you skip inviting users during signup, they can be added later from User Management.
If an invite was sent in error, permissions must be adjusted after the user completes registration.
For additional questions, feedback or assistance please feel free to reach out directly to our Customer Happiness Team at [email protected]. 😊