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Documentation Index

Fetch the complete documentation index at: https://docs.vern.so/llms.txt

Use this file to discover all available pages before exploring further.

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

Go to Settings → Team and click Invite. Enter their email and pick a role. They get an email with a sign-up link. Once they create an account, they have access to all your companies, templates, sources, and workbooks.

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Roles

  • Admin — full access. Can invite teammates, manage billing, configure data retention, generate API keys.
  • Member — full access to companies and data. Can’t change account-level settings.

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Remove a teammate

Open their row’s menu and click Remove. Their session ends immediately. Anything they created stays in your account — work isn’t tied to one person.

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Next

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