Skip to documentation content

Adding an employee

How to add an employee: they sign up and get a 6-digit code, valid for 4 hours, which an Admin then enters on the Employees page.

Steps

  1. Ask the employee to sign up

    The employee creates an account, confirms their email and chooses "Employee". After entering their name and role, Vellum shows them a 6-digit code.

  2. Open Employees

    In the navigation, go to Employees and click "Add Employee". You need to be an Admin.

  3. Enter the code

    Type the 6-digit code the employee sent you. Vellum links their account to the company and adds them to the list.

How long the code lasts

The code is valid for 4 hours and can be used once. If it expires, the employee gets a new code from the code screen.

The code isn't tied to any email — it just has to be the employee's current code. On the Core and Professional plans, every employee you add counts as one more seat on the subscription; the Free plan is for one person and doesn't allow adding employees.

Once they're added

Once added, the employee has the General permission. Right away they can:

  • See every project, client and the company calendar.
  • Create and edit projects, clients and events.
  • Be a project's responsible employee.

If you want them to manage employees, offices or project types, or to delete projects, promote them to Admin on the Permissions page, in the Admin area. Billing always stays with the owner.