General Docs

An unverified e-mail account means the agent did not click the activation that was sent to their email. The agent can reset their password here to get another activation link sent to their email.

Vertask allows you to control what information agents can change and manage, and what they can have access to. Here are the various agent permissions.

Basic Permissions

View Assigned - The agent can view tasks assigned to them.
Manage Assigned - The agent can manage tasks assigned to them.
Manage All - The agent can manage all tasks.

Module Permissions (each can be set to View or Manage)

Assets - View or manage assets.
Clients - View or manage clients.
Reports - View or manage reports.
Properties - View or manage properties (sites/locations).
Tags - View or manage tags.

Super User - The agent can modify company settings, integrations, agent settings, invite new agents, and modify billing.

Reseller Portal - The agent can view the reseller portal, invite new clients, and withdraw any active balance.

Integration Permissions (View or Manage)

Azure - Manage Microsoft Azure/Entra integration settings.
LogMeIn Central - Manage LogMeIn Central integration settings.
Websites - Manage Website integration settings.
Zapier - Manage Zapier integration settings.

To modify agent permissions, go to Settings > Agents, select an agent, and modify their permissions. You can also use the permission templates (Minimum/Maximum) to quickly apply a baseline. You must have permission to edit the company to access this page.

Clients

Clients do not require a password. A temporary passcode is sent to their email whenever they sign in.

Agents

If you do not have access to your account, see Forgot Password options. Changing your password is relatively easy if you have access to your account. To change your password while signed in:

1. Click on your name on the top nav bar.
2. Click on Account Settings.
3. Click on Account.
4. Fill in the fields New Password and Confirm Password.
5. Click Update Account to save.

To reset your password, click this link.

Simply enter your email address and click the Reset Password button.  We will then send a link to the email address you provided. Once you click the link,  you can enter a new password for your account. 

Two-factor authentication (2FA) confirms it is really you at sign-in with a one-time code.

For your own account

Click your name in the top right, select Account Settings, then open the Security section. Choose how to receive your codes:

Email Code — a one-time code sent to your email address; always available as a backup.
Authenticator App — codes from Google Authenticator, Authy, 1Password, and similar apps; works even without cell service. Setup takes about a minute.
Text Message — a one-time code texted to your mobile phone, where available.

You can also review and expire your remembered logins on the same page.

For the whole workspace

Agents with access to company settings can require two-factor authentication for all agents under Settings > Security > Two-Factor Authentication.

If the time on your tasks, knowledge base or other areas on the website are incorrect, you may need to change your time zone in your account settings. 

To change your time zone, click on your name in the top right of Vertask, and select Timezone.

Choose your time zone from the dropdown then click Save Timezone to complete.

Insight AI is Vertask's built-in AI assistant. It can answer questions and take requests about your tasks, clients, assets, contracts, projects, properties, knowledge base, and more.

To open it, click Insight AI on the left nav.

Type a question to get started. For example:

Which clients have open tickets?
Give me a property health overview.
Which properties need attention?
Which contracts auto-renew soon?

Press Enter to send (Shift+Enter for a new line). Use New chat to start a fresh conversation, and History to revisit previous ones.

Super users can manage the Insight AI integration and the public API under Settings > Insight AI. An Insight Pro add-on with advanced AI data processing is also available on the Billing page.