Verto

You can update a recipient's bank details at any time from the Recipients page.

1. Go to Recipients in the left sidebar.

2. Find the recipient. Click on their name to open the detail panel.

3. Click Edit and update the required fields.

4. Click Continue and proceed to Update the changes.

How do I edit a recipient's details?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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