Managing your team members' Verto profiles
You can add multiple users on your account, so your team can create, approve and see payments on your account depending on the level of access you would like to give each user.
Step 1
Log in to the Verto platform.
Step 2
Hover over the sidebar on the left hand side and click Settings on the bottom left.
Step 3
Under the General section, click Team.
Step 4
You will be shown a list of users who have access to your company's Verto account. You can see their roles, activity statuses, email addresses, phone numbers, and date of being added to your company's Verto account.
Turning off the switch in the Active column will stop the user from being able to log in to the Verto platform.
Step 5
To change a user's details and/or role, click on the user from the list. This will open a sidebar. Click on the pencil icon in the top right to edit the user.
If your team member has forgotten their password, you can also click Send password email here to send the user a link to set a new password.
Step 6
After clicking on the pencil icon, you can edit the user's name, mobile number, and role. To see what the different roles mean and what each role can do, see this guide.
Once you are happy with the changes, click Update User. The changes will be applied instantly.
If you have additional questions please reach out to us via live chat, Chat with Frank or at support@vertofx.com