Account & Access
Manage user roles and access, fix login issues, configure approval notifications, troubleshoot the mobile app, and reach support.
6 articles
New team member can't log inIf a new team member is having trouble accessing Vergo, the issue is usually with how their account was set up, their invitation email, or their login method. This guide…
Cards failing to connect after the first few succeedSome cards connected successfully but others are failing
User has the wrong role or can't access features they needRoles in Vergo control what each team member can see and do. If someone can't access a feature or view they expect, their role is usually the cause — and…
PM or AP clerk can't see their assigned projectsIf a project manager or AP clerk logs into Vergo and their jobs or projects aren't visible, it's almost always a job assignment or role configuration issue. This guide explains…
Mobile app and iPad troubleshootingIssues with the Vergo mobile app — including loading problems, login errors, camera issues, and transactions not appearing — are often fixed with a few quick steps.
Setting up and managing approval notifications and remindersVergo can notify approvers when transactions need their attention and send reminders when transactions have been waiting too long. This article explains how to configure, troubleshoot, and manage these notifications.