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.

To manage new users follow the guide below:

1. Login to the Verto platform, click on the "Account Settings" tab then click on "Team"
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2. You will now be presented with a list of all sub-users on the account, with their status and account role.

3. To update the details of a sub-user or change their status simply click on their name or email.

This will open a side menu then click on the pencil icon/ edit tab
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Once you click on the edit tab, you can make the necessary changes then click on the update user button
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For inactive users, you will be given the option of unarchiving their accounts by sending them a password reset link to their email.

You can only update the details of active users.
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There are two user statuses available:

Active - The user currently has access to the Verto platform.

Inactive -The user has been disabled from login into the Verto platform.

There are two user statuses available:

Client Super Admin - The user who signed up and created the company account

Client Sub Admin - Any sub-users added to the account by the Super Admin