This feature is currently available for early access only. To get added to the early access trial contact your account manager or the customer success team (support@vertofx.com).
Note: All users added will get full access to all functionality except adding new users. New users can only be added by the original account creator.
Login to the Verto platform & select "Manage Team" on the left menu
2. You will now be presented with a list of all sub-users on the account, with their status.
3. To add a new user click the "Add a team member" button
4. Enter the user's First Name, Last Name, Email, Phone Number and Password.
Be sure to enter the correct phone number as this is used to receive login codes (OTP) during login and to authorities transactions.
5. Click the "Add User" button.
This will create the user in the Verto system, and they will be able to log in straight away.
You will need to share the password with the user manual. It is recommended the user change this using the "Forgot Password" function the first time they access the platform.
If you have any additional questions reach out to the customer support team at support@vertofx.com