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Manage Your Team
How to add Administrative/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
How to create clients' vaults?
How to edit vault name or email address?
How to upload documents directly to a vault?
How to send an activation email to your clients?
How to deactivate and reactivate your clients' vault?
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How to configure Email Notification Preferences?
How to manage your security settings?
How to switch from my personal vault to an Admin portal?