For accounts with multi-user access enabled, the types of email notifications received by each user on the account can be customised. Super Admin, Admin, and users with “Manage Team” permissions are able to customise which notification categories are received by each user on their account.
The exception is that only Super Admins can change their own notifications.
Admin, Compliance and Finance notification categories must each be received by at least one user on an account. This does not mean that one user must receive all three notification categories, but across the users on an account, one of these three notification categories must be received by at least one user.
Follow the below steps to setup the notifications:
1)Login to the Verto Platform.
2)Navigate to the "Account Settings" tab on the left hand side of the Dashboard and click on it.
3)Click on the "Team" tab
4)Click on "Add User" button
5)Enter the user's details, select a role then select the notifications you would like to assign to them from the dropdown
6)Once you have selected the notifications you would like the user to receive, click on the "add user" button
7)The user will then receive an email asking them to setup their password so that they can login
The notification categories that can be selected are shown in the table below.
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Notification Category | Description | Example Notifications |
Admin* | Alerts for key account actions such as subscription changes |
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Compliance* | Compliance-related requests and updates such as for a KYC refresh |
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Corporate Cards | All alerts relating to corporate card activities |
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Finance* | Billing notifications for your Verto account |
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FX Trades | Alerts relating to placing, completing, and cancelling FX trades |
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Inbound Payments | Alerts relating to payments received into your Verto account |
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Outbound Payments | Alerts relating to payments sent from your Verto account |
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Transaction Approvals | Alerts for a transaction awaiting approval by a transaction approver |
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Treasury | Updates and alerts related to managing treasury such as Account Statements and Low balance Warnings |
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