Administrators & Representatives
Click to explore more!
-
How to Manage Email Notifications for a Vault Owner
Roles: Administrator, Representative / Vault owner | Portal Type: 2-Tier, 3-...
-
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...
-
Step 2 - Verification process
Now that you have a better understanding of the problem, you need to verify ...
-
How to Activate your Account (Administrator or Representative)?
Roles: Administrator, Representative | Portal Type: All Portals When an Ad...
-
How to Switch Between your Vault and Portal
Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier If you ...
-
How Administrative Users Manage Email Alerts from Client Vault Uploads
Roles: Administrator, Representative | Portal Type: 2-Tier, 3-Tier This gu...