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Vern accounts are shared across your team. Add anyone who needs to manage customers, run imports, or configure templates.

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Invite a teammate

Open the user menu (bottom left) and choose Invite team. Click Add User, enter their Name, Email and Role, then open the Add User menu and choose how they get in: Either way they set their own password — Vern never emails one. Once they’re in, they can see your companies, templates, sources and workbooks, subject to their role.
A temporary password link expires after 72 hours and can be used once — it’s built so that email link scanners can’t use it up. If an invite lapses, open the person’s row menu and click Resend Invitation.

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Roles

Two roles. The difference is about account-level control and data leaving Vern — not about who can do day-to-day import work.
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role
Everything a Member can do, plus:
  • Add and remove teammates, and change roles
  • Manage billing (as can the teammate on the Stripe subscription)
  • Configure data retention and the recipe format
  • Create, edit and delete API keys
  • Export data — downloading sheets as CSV or a ZIP
  • Build, edit and run writers and source builders, and manage stored source credentials
  • Connect and disconnect GitHub and Slack
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role
Full access to the day-to-day work: open companies, upload files, run imports, review and fix flagged rows, edit templates.Members cannot export data, manage API keys, build writers or source connectors, or configure credentials. Attempting one of those returns a permission error rather than failing silently.
Export is Admin-only deliberately: it materialises a customer’s entire dataset into a file that leaves Vern, so it belongs with billing and API keys rather than with import work. If teammates who used to export now can’t, this is why — make them Admins, or have an Admin run the export.
Admins change someone’s role straight from the Role column.

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Remove a teammate

Open their row’s menu, click Delete and confirm. Their Vern login is removed and their session ends immediately. Anything they created stays in your account — work isn’t tied to one person.

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Your own account

Choose Account in the user menu to change your name and avatar. Dark Mode is a switch in the same menu.

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Next

  • API keys — for programmatic access from your backend.
  • Data retention — control how long workbook data sticks around.