Admins and Representatives have different ways to access a client's vault:

Using Quick Access

Step 1: On the Client List, right-click on the name of your client.

• You can also click on the name. 

Step 2: Select “Access Vault” from the “Actions” menu. 

• The vault will load. 

From the client detail page 

Step 1: Double-click on the name of your client. 

• The “Client Detail’ page will open.
• You can also right-click on the name and choose See Details from the Actions menu.

Step 2: In the top-right corner, click on "Access Vault".

• The vault will load. 

From the top settings menu 

Step 1: Click on your initials in the top right corner. A menu will be displayed. 

Step 2: Choose the vault from the list under "CLIENT ACCESS".

• You will see all your client’s name. Click on the name you want to access.