Administrators & Representatives
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How to Assign or Unassign a Trusted Collaborator from a Checklist
If you want to Assign or Unassign a Contact (Trusted Collaborator) from a Ch...
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Step 2 - Verification process
Now that you have a better understanding of the problem, you need to verify ...
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How to Activate your Account (Administrator or Representative)?
Roles: Administrator, Representative | Portal Type: All Portals When an Ad...
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How to Switch Between your Vault and Portal
Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier If you ...
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How Administrative Users Manage Email Alerts from Client Vault Uploads
Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier This gu...
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How to Send an Activation Email to your Clients?
Roles: Administrators and Representatives with permission can perform these ...