You need admin rights to manage users.
Where to find it
Click your initials in the top right of vizrm, choose Admin Settings, then Users & Subscription under Company Administration — or go straight to app.vizrm.com/user-management.
Viewing your users
Plan — the licence assigned to that person: Professional, or No license.
Last login — when they were last in vizrm, or Never if they haven't accepted their invitation yet.
Admin — ticked if they can reach these settings.
Status — active, or invited while an invitation is outstanding.
Assigning a licence
Choose a licence type in the Plan dropdown on their row. Choosing No license takes the licence back and returns the seat to the pool for someone else. Changes apply straight away, and are recorded in the audit log.
Making someone an admin
Tick Admin on their row. Admins can reach CRM Integration, Enrichment Tools, AI Data Processing and Users & Subscription. Untick it to take those rights away.
Inviting colleagues
Click Invite users — at the top right of this screen, or the invite icon in vizrm's top bar from anywhere in the app.
vizrm already knows the people in your CRM, so you can pick them from the From your CRM list.
For anyone who isn't in your CRM, type their address in Or invite someone by email and click Add.
Click Send invites when the list is right.
While an invitation is outstanding, the person appears in the user list with an invitation status. A license and admin rights can only be assigned to users who have accepted the invite.
Invitations don't expire. Outstanding ones are listed under Pending invites in the invite dialogue:
Remind sends another e-mail about the invitation.
Revoke cancels it. This can also be done from the user list.
Removing someone
Click the bin on their row and confirm. The deletion is permanent — it removes the user from your workspace, and any licence they held goes back to the pool immediately.
No data is lost. Org charts and everything vizrm reads from the CRM belong to the company, not to the user who built them, so your charts stay exactly as they are.
Plans & billing
The Plans & billing tab shows the subscription: your plan, the price per seat, when it renews, and a bar showing how many seats are assigned against how many you've bought.
To add a seat, click + next to that bar. If your account already has a subscription and a card on file, the seat is added there and then. If this is your first purchase, you'll be taken through checkout.
To give a seat back, click − Removing a seat lowers your bill from the next renewal.
Invoices & payment for payment method, billing details, and past invoices,
Manage subscription for the rest of your subscription.Useful when a licence has moved and nobody remembers doing it.