General Docs

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.

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 relative easily 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 Settings

3. Click on Account

4. Fill on 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. 

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

• Manage Assets - The agent can create new assets, and edit existing assets.
• Manage Clients - The agent can create new clients, and edit existing clients.
• Manage Contracts - The agent can modify contract settings.
• Manage KB - The agent can modify kb settings.
• Manage Projects - The agent can modify project settings.
• Manage Sites - The agent can create new sites and locations, and edit existing entries.
• Manage Tags - The agent can create new tags, and edit existing tags.
• Super User - The agent can modify company settings, integrations, agent settings, delete the tenant, invite new agents, and modify billing.
• Integration Permissions
• Azures - The agent can view and modify Azure integration settings.
• LogMeIn Central - The agent can view and modify LogMeIn central integration settings.
• Websites - The agent can view and modify website integration settings.
• Zapier - The agent can view and modify Zapier integration settings.
• Reseller - The agent can view the reseller portal, invite new clients, and withdraw any active balance.
• View Reports - The agent can view reports.

To modify agent permissions, go to Settings and click Agents. Find an agent and modify their permissions. You must have permission to edit the company to access this page.

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.