Administrators & Representatives
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How to assign a Folder Structure Template to a new vault?
To assign a predefined folder structure follow these steps while creating a ...
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How to Add Administrator or Representative Users?
Attention! Multi-tiered portal: add your team members as Administrators befo...
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How to Resend an Activation Email?
If your Administrator or Representative did not receive the activation email...
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How to Assign a Representative to the Vault?
By default, Admins have access to all vaults within the system. However, per...
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How to Deactivate/Reactivate a User?
You can deactivate or reactivate administrators and representatives from the...
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How to Manage your Security Settings?
Step-by-step guide on how to manage your Security settings Change your pas...