You can invite support users even if you don’t have available Vega licenses. These users won’t have access to AI features like meeting notes, the Outlook add-in, or chat. However, support users can assist lead advisors by accessing their meetings, editing content, and taking actions.

To invite support users, navigate to your Vega settings, in the Admin tab. Click on "Invite" and enter the user email.

Support users should connect their CRM to push meeting notes or sync tasks. Their primary calendar will be synced automatically during sign-up.

Add the support user to the Google or Microsoft calendar invite. This will automatically grant them access to the meeting page, including notes and preparation.

If the support user is not on the meeting invite and cannot see the meeting in Vega, the advisor can manually add them at the bottom of the meeting page. Note that adding users to a meeting is not the same as linking them as contacts. In order for the other Vega user to see the meeting page, they must be added as users.

Support users can assist advisors on Vega free of charge.