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 21

• 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?

See all 21 articles

Account Settings 2

• How to Manage your Security Settings?
• How to Switch from my Vault to an Admin Portal?