Updating Email Domains and Managing Team Members in Vitally
Inviting Team Members and Auto-Created Users
Missing "Invite a Teammate" Button?
If the option to invite a new team member is missing, SSO is enabled. Team members can only be added via the SSO provider.Invitation Expiry
When a new team member is invited, the invite link expires after a certain period. If they don’t accept it in time, an admin must resend the invitation.Auto-Created Users
Vitally may automatically create team members due to Key Role trait mapping. If an email address in the mapping doesn’t belong to an existing Vitally user, a placeholder account is created. If the person is later invited, this placeholder is converted into an active user, transferring all associated data (accounts, tasks, projects, etc.).
Updating a Customer’s Email Address for Vitally Sign-In
If SSO is NOT Enabled
When a customer does not use SSO, updating their email address is straightforward:
Log in to Vitally using the current email address.
Update the email address in account settings.
Ensure integrations (Gmail/Outlook) reflect the new email by updating the logged-in email for those services.
Why This Method Works Best:
The user retains access to all data, objects, and permissions.
No changes occur to shared items or account ownership.
No engineering assistance is required for the update.
If SSO is Enabled
For customers using SSO, updating an email address can result in the automatic creation of a new user. Instead of merging accounts (which can lead to data loss), patching the email addresses ensures a smooth transition.
Steps to Patch the Email Address:
Reach out to Support: let us know which email address is the new one and which email address is the old one
Support will escalate to Engineering: Support will put in a request for engineering to patch your email address between both accounts
This method ensures the user retains their data, permissions, and role in Vitally, without creating duplicate accounts. Keep in mind that this request takes a few business days so please be mindful of this in your timeline.