Verto

Recipients

How do I add a new recipient?

What details do I need for an international recipient?

Can I bulk-upload recipients via CSV?

Adding Recipients

How do I edit a recipient's details?

How do I delete a recipient?

Can I send to a recipient without saving them?

Managing Recipients

Recipient Guidance

What bank names should I use for NGN when uploading a beneficiary CSV?

What bank names should I use for KES when uploading a beneficiary CSV?

What bank names should I use for TZS when uploading a beneficiary CSV?

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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