How to access a client's vault?

Modified on: Thu, 12 Nov, 2020 at 6:25 PM

Admins and Representatives have different ways to access a client's vault:

Using Quick Access

Step 1: On the Client List, right-click on the name of your client.

  • You can also click on the name. 

Step 2: Select “Access Vault” from the “Actions” menu. 

  • The vault will load. 

From the client detail page 

Step 1: Double-click on the name of your client. 

  • The “Client Detail’ page will open.
  • You can also right-click on the name and choose See Details from the Actions menu.

Step 2: In the top-right corner, click on "Access Vault".

  • The vault will load. 


From the top settings menu 

Step 1: Click on your initials in the top right corner. A menu will be displayed. 

Step 2: Choose the vault from the list under "CLIENT ACCESS".

  • You will see all your client’s name. Click on the name you want to access. 

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