General settings
The General settings page in VOGSY allows you to configure essential options. Control Lite user access, manually or automatically, and explore outbound email safeguards during the trial. As a subscriber, you gain full control over customer communication. These settings empower you to optimize your experience and maximize the benefits of VOGSY for your business.
User management
These two sets of configuration options concern the Lite user type.
Allow or disallow Lite users
Lite users have limited access to VOGSY. They can track time, adjust their own planning, submit their own expenses, and view and modify their own tasks.
If you allow Lite users, then you must manually add new users. This means that only your comapny’s domain users can access VOGSY if an employee that is marked as a 'User' in VOGSY is matched to the email address of the domain user attempting to gain access.
This gives you full control over which domain users can access VOGSY. Also, you can pre-configure things in VOGSY so that first time users are matched to a fully configured employee.
If you do not allow Lite users, then you have the option of allowing VOGSY to automatically create new users, which means that when a member of your company’s domain logs into VOGSY for the first time, they will be made a VOGSY user with a default role of Professional.
Outbound email safeguard
VOGSY can send emails to your customers on your behalf. This feature is disabled by default during the 30-day trial while you are exploring the benefits of VOGSY. Instead, emails will be sent to your email address. This way you can still practice generating and sending invoices for approval without having to worry about accidentally sending them to your customers!
When you become a subscriber this safeguard will be removed, meaning outbound emails will be enabled.