Adding new users to your company profile
You can give multiple users access to your company profile, so that each user can have their own personal login with the tailored level of access they need, based on their seniority. See the roles you can give your users here.
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
To add a new user, click the Add User button
Step 5
Enter the user's First Name, Last Name, Email, Phone Number. Select Role for your new user, based on the level of access you wish them to have.
Be sure to enter the correct phone number, which is used to receive login codes (OTP) during login and authorise transactions.
Step 6
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 that the user change this using the "Forgot Password" function the first time they access the platform.
See a breakdown of the roles you can give your users here.
If you have any additional questions reach out to the customer support team at support@vertofx.com