Vertex treasury access
Admin users manage settings and controls, finance users operate imports and reconciliations, and viewers can monitor treasury posture without changing financial records.
Admin
Full configuration and operational control.
Finance
Imports, mapping edits, categorization, and reconciliation.
Viewer
Read-only visibility into fund operations.
Use your assigned account to enter the operations console.
Account access is managed by your fund administrator.
If you need a password reset or a new account, contact an admin user.