An employee needs an active account to sign in to Vizmo Pass and the employee portal. You can turn the account on when you add the employee, or later. Vizmo then emails the employee an invite to set a password.

Before you start

• Your role must allow you to update employees. If you cannot see the buttons below, ask a company admin to check your role.
• Select a location. These actions are not available in Company View.
• The employee needs a valid email address.
• Only a company admin can change another admin's account, and nobody can change their own account here.

Account statuses

The Account Status column in Directory > Employees shows an icon for each employee. Hover over it to see the status.

Turn on an account when you add an employee

1. Open Directory > Employees and select Add. The Add Employee panel opens.
2. Fill in the details, including a valid Email.
3. Turn on Enable Employee Account.

   

4. Select Save.

Vizmo sends the invite. If the employee already has an enabled account at another location, the account keeps its current status and needs no new set-up.

Turn on an account for an existing employee

1. Open Directory > Employees.
2. Tick the employees whose accounts you want to turn on, then select Enable Account.

   

You can also open one employee, turn on Employee Account and select Save.

The button works for employees whose status is Inactive or Disabled. An Inactive account becomes Invited, and Vizmo sends an invite. A Disabled account becomes Active straight away, with no new invite.

Turn off an account

Tick the employees and select Disable Account. An Active account becomes Disabled. An Invited account becomes Inactive.

Note: this stops the person signing in to Vizmo. It applies to their account, so it affects every location where they work.

If the invite expired or was lost

The invite link is valid for 24 hours. For an employee with the Invited status, select the Resend icon on their row. To resend to several employees, tick them and select Resend Invite. Only selected employees who are still Invited are included.

Vizmo shows The invitation has been resent successfully. for one employee, or Invites have been resent to X/Y selected employees. for several. This confirms that Vizmo processed the request. It does not confirm that the email arrived, so ask the employee to check their inbox and spam folder, and to accept within 24 hours.

What the employee does

1. Open the invite email and select the link. The link can be used once.
2. Enter a new password and enter it again to confirm. It needs at least 8 characters, with at least one lower-case letter, one upper-case letter and one number.
3. Select Set Password. Their status in the Employees list changes to Active, and they receive a welcome email titled Your Account Is Now Active.
4. Sign in to the Vizmo portal. Enter the email address, select Next, then enter the password. If your company uses single sign-on, you may be sent to your sign-in provider instead.

Troubleshooting

• The employee did not get the email: check the email address and the spam folder, then use Resend Invite.
• The link says it has expired or was already used: resend the invite and ask the employee to accept it within 24 hours.
• There is no Resend icon on the row: the employee is not in the Invited state, your role cannot update employees, the row is your own account, or it is an admin account and you are not an admin.
• Enable Account says all selected employees already have enabled accounts: the account is already Active or Invited.
• Resend Invite says all selected employees already have verified accounts: none of the selected employees needed an invite.
• You are not authorized to enable admin accounts or You are not authorized to resend invitations to admin accounts: only an admin can change the account of another admin. Your own account is always skipped.
• Could not resend invitations for one or more employees: some of the selected employees could not be processed. Check each employee's account status and details, then try again.

To fill in an employee's details after they sign in, see Set up an employee profile.