Register a user and grant access

Where to find it

In your account menu, under Users. Each tab has its own create button: New User, New owner, New company admin, New Admin, New seller and New buyer. Next to it is Add existing.

Before registering: does the person already have a Vendria account?

If the person already uses Vendria (for example, they buy from you or from another supplier), do not create another account. Use Add existing:

1. Type the Person's email or phone, in full, and click Search. The search does not list people from other companies: you need the exact contact.
2. Choose the Role in this company: Company owner, Company administrator, Store administrator or Seller.
3. For store administrator and seller, tick the Stores.
4. Click Add.

The links the person has with other companies do not change. Anyone who is already part of another company's team is refused ("This person is already part of another company's team..."); in that case Vendria support makes the link. A buyer is not added here: see Give a buyer access: catalog, WhatsApp and stores.

Register a new person, step by step

1. Click the create button of the right tab, or New User and choose the Profile.
2. Fill in the role's fields (stores, code, customer; see below).
3. Under Person's details, fill in Name and at least one of Email and Phone. Both are unique in Vendria.
4. If you want, set the Password. Left blank, it is Generated automatically if empty: a password nobody knows.
5. Click Create.

⚠️ No invitation is sent. The account is born ready, and it is up to you to arrange how the person will sign in: with the password you set, through the WhatsApp link on the sign-in screen, or through Forgot my password. See First access: how the people you registered sign in.

The fields of each role

• Store Admin and Seller: tick the stores, one by one or with All stores. At least one store is required: without it the screen refuses with "Choose at least one store for...".
• Seller: also has the Seller code and the Seller type (Sales rep or Internal). For a seller who came from the ERP, the type is no longer editable: the screen shows "Synced from the ERP — the type is managed automatically.", and the sync decides.
• Company owner and Company Admin: have no stores to tick: they apply to the whole company.
• Buyer: asks for the Customer (company) they buy for and, if you want, the CPF. This buyer's stores are controlled in the customer's profile.

⚠️ All stores ticks today's stores. A store created later does not get added on its own to the registration of a Store Admin or a Seller.

The seller code is not the ERP code

The Seller code is the person's identifier inside Vendria; if you leave it empty, Vendria generates one. It must be unique in your company. The screen itself warns: "Vendria internal code — not the ERP code or user."

The ERP identity is linked in the person's profile, connection by connection, and it is what makes the order go out with the right attribution. Repeating the ERP code in this field attributes nothing. See A user's profile: ERP identity and rep agencies.

The roles, in short

Company owner and Company Admin administer the whole company, but only the Owner grants these two roles. Store Admin administers only the ticked stores. Seller serves their portfolio. Buyer is the customer, who buys through the catalog. The full table is in Vendria's roles: what each one sees and does.

The phone links the person to WhatsApp

The phone is how Dri recognizes who is writing. A seller created only with an email signs in normally, but does not talk to Dri from their own number. A wrong phone makes the message arrive as if from an unregistered number.

Change the roles of someone who already exists

In the row's ⋯ menu, click Edit. Each role is a card under Roles: click it to see the stores, use the trash can to remove it and Add role to give another one. Save stores the whole set: an administrator or seller role that is not among the cards stops applying in this company. To remove a buyer from a customer, use Unlink in the customer's profile.

Removing access

Use Deactivate in the ⋯ menu: it cuts access immediately and keeps the history. See Deactivate, remove or change a user's password.

⚠️ A Vendria user is not an ERP user

This screen registers who signs in to Vendria. It does not talk to your ERP's user registry, and one does not become the other.

The exception is SELLERS: with the seller sync turned on, the ERP's sellers come in on their own and already arrive with access. It is off by default and turned on store by store. A FIELD seller comes in as a sales rep, in a rep agency, and is managed in Sales reps. See What the ERP brings on its own, and what stays manual.

When it goes wrong

"Email already registered" or "Phone already registered": the person already has an account. Use Add existing.

"Only the company owner can manage company administrators": creating or editing Owner and Company Admin is for the Owner only.

"You can only manage users of your own stores": as a Store Admin, you can only tick your own stores.

"This company has no stores yet — create one before giving this profile.": seller and store administrator need a store to exist.

"Invalid phone format": check the area code; the example format is +5511999999999.