Support users are designed for team members such as client service associates, operations staff, and administrative staff who need to collaborate with advisors in Vega but don’t need their own paid Vega seat or access to Vega's AI features.

Support users can assist advisors by accessing shared meetings, reviewing and editing meeting content, and taking actions on behalf of the team.

Users with admin permissions can invite support users even if the firm doesn’t have any available paid Vega seats.

To invite a support user, go to the Admin page, click "Invite", enter the user's email address, and invite them with an unassigned seat.

Support users do not have access to Vega's AI features for their own use, such as the Chat assistant, Meeting assistant, Email assistant, or Client deliverables. However, they can collaborate on content generated for advisors they support.

Support users are free of charge and do not count toward your firm's paid Vega seats.

Support users should connect their CRM integration if they need to sync meeting notes, tasks, or other CRM updates from Vega.

Their primary Google or Microsoft calendar will automatically be connected during sign-up.

There are several ways a support user can gain access to an advisor's meeting in Vega.

If a support user regularly works with one or more advisors, you can add them to the same Vega team (read article: Collaborating with Vega teams)

When Vega generates new meeting preparation sheets or post-meeting summary notes for a member of the team, the content can automatically be shared with the other team members based on the team's sharing settings.

This is especially useful for firms where CSAs, operations staff, or other support users regularly assist the same advisors.

Only users with admin permissions can create, edit, or delete Vega teams.

You can also add the support user to the Google or Microsoft calendar event for a meeting.

If their email address is included as a participant on the calendar event, they will automatically become a Meeting User (read article: Meeting User(s) and Meeting Owner) and have access to the meeting page in Vega, including the meeting preparation and post-meeting outputs.

If the support user isn't on the calendar invite and doesn't already have access through a Vega team, an existing Meeting User can manually add them.

In the "Access" tab of the meeting page, you can manually give users and teams access to the meeting.

Adding someone as a Meeting User is different from linking them as a Contact. Contacts represent the clients, prospects, or other external participants associated with the meeting. Meeting Users are members of your firm who can access and work with the meeting in Vega.

Once a support user has access to a meeting as a Meeting User, they can help the advisor manage the meeting and its outputs, including: