Your Account & Access 4

• How to Activate your Account (Administrator or Representative)?
• How Administrative Users Manage Email Alerts from Client Vault Uploads
• How to Manage your Security Settings?
• How to Switch Between your Vault and Portal

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 20

• How to Create a Vault?
• How to Transfer Files Between Vaults
• How to Update Vault Information: Vault Name, Address, Email, etc.
• How to Change Vault Types?
• How to Add and Manage Co-Owners?

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