This guide aims to orient VeriCasa users in the process of adding collaborators to their account. The system allows efficient collaboration, ensuring that all team members have the permissions necessary to perform their functions.
1. Platform Access
After filling in the onboarding form on the platform, you will receive an email to set your password.
Follow the steps below to log in:
1.1. Go to the link: app.verikyc.com.
1.2. Log in with your email and password.
2. Add Collaborators
After logging in, follow the steps below to add collaborators:
2.1 Access the Company section:
- In the left side menu, click the “Company” section.
2.2. Invite Collaborators:
- Click the blue “Invite” button to add new collaborators.
2.3. Fill in Collaborator Information:
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Enter the following information about the new collaborator:
- Name: The collaborator’s full name.
- Email: The email address that will be used for communication with the collaborator.
2.4. Select Roles:
- Choose the role(s) you want to assign to the collaborator. Each role has specific permissions. Learn more in the roles and permissions guide.
2.5. Send Invite:
- After filling in all information, click the “Invite” button.
3. Password Reset
After the invite is sent, the collaborator will receive an email to reset their password. After that, they can access the site app.vericasa.com and log in with their email and password.