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What roles are available and what can they do?

Verto has five roles, each with a different level of access.

Admin: Full access to all features including settings, team management, payments, and account configuration.

Approver: Can view the account and approve or reject payment requests. However, they cannot create payments.

Creator: Can initiate payments and exchanges but cannot approve them.

Reader: View-only access. Can see transactions, balances, and reports but cannot initiate actions.

Card Role: Can manage virtual cards only.

You can also create custom roles by following this guide.

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