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 14

• How to create a vault?
• Adding a Co-Owner to a vault
• 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?

See all 14 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?