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How do I assign roles and permissions?

Verto uses role-based access control to manage what each team member can see and do.

1. Go to Settings then Roles and Permissions.


Available roles

  • Admin: full access.

  • Approver: can approve/reject payments.

  • Creator: can create payments but not approve.

  • Reader: view-only.

  • Card Role: manage virtual cards only.

3. To change a member's role, click Edit next to their name, select the new role, and click Save.


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