Once your business account is active, you can easily invite new team members by following these step-by-step instructions:
Web Interface
Open your Vivid Business account by clicking this link.
Go to the Team menu
On the top right corner, click add a team member
Choose the role for the invited team member. Please note: Freelancer accounts support a maximum of 3 Admin roles.
Enter email address, name, and surname
Email invitation to proceed with IDV will be sent to the invitee. The inviter can also copy the link for invitation and send it directly to the invitee
Vivid Money App
Open your Vivid Money App
Click on the profile icon at the top left corner of the interface
Click Team
On the top right corner, click add a team member
Choose the role for the invited team member. Please note: Freelancer accounts support a maximum of 3 Admin roles.
Enter email address, name, and surname
Email invitation to proceed with IDV will be sent to the invitee. The inviter can also copy the link for invitation and send it directly to the invitee
Import from a file
Select “Team” in the web-interface and select Upload from a file.
Choose where the list comes from (for example Personio, another HR system, or a generic file) and follow the export guidance shown.
or upload an Excel or CSV file with up to 50 people.
Vivid recognises common column names, including headers from HR systems and shows a review table.
Rows that can't be used are marked and left out. You can review the remaining people and assign each one a Vivid role.
The invitations are sent in bulk. Invited people show up in the Team list gradually, not all at once.
Keep in mind that these rows are excluded and need to be corrected before they can be invited:
Unreadable rows
Duplicates
Invalid data
People who were already invited
People who are already team members
The valid rows still go ahead even if some rows are held back.
This feature is available on web-interface