Manage Your Team 5

• How to Add Administrator or Representative Users?
• How to Assign a Representative to the Vault?
• How to Resend an Activation Email?
• How to Deactivate/Reactivate a User?
• How to Clone an Existing Representative?

Manage your Client's Vaults 17

• How to Restore Deleted Documents or Permanently Delete them?
• How to Create a Vault?
• Adding a Co-Owner to a Vault
• How to Edit a Vault Name or Email Address?
• How to Upload Documents Directly to a Vault?

See all 17 articles

Account Settings 3

• How to configure Email Notification Preferences?
• How to manage your security settings?
• How to switch from my personal vault to an Admin portal?