Joining as an employee
How to join a firm as an employee: signing up, the 6-digit code you share with an Admin, and what to do if the code expires or doesn't work.
What you need
To join your firm's Vellum account you need:
- An email address and a password — this is how you'll sign in.
- A firm Admin available to enter your code: it's valid for 4 hours.
- About 2 minutes.
Sharing the code
Sign up, confirm your email with the code we send you, and choose "Employee". Enter your name and your role: Vellum shows you a 6-digit code and a countdown. Send the code to whoever runs your firm's account, who enters it under Employees → "Add Employee". As soon as they do, your account is linked to the company.
Your account starts with the General permission. You see every project, client and event in the company, can create and edit projects, clients and events, and review files. Deleting projects and managing employees, offices or billing is reserved for Admins.
Code expired or invalid
The code is valid for 4 hours and can be used once. If it expires before the Admin enters it, get a new one from the code screen and send it again.
The code isn't tied to any email address: the Admin enters it, from the company's account. If the Admin sees an invalid-code message, check the 6 digits together — or generate a new code if 4 hours have passed.