Representative User

Modified on: Thu, 10 Aug, 2023 at 10:53 AM

Individuals with limited capabilities and access as determined by the Administrator. Reps only have access to the 'Company’s Taxonomy' inside each Vault. The VaultHolder cannot remove them, but they can give them access to their 'Personal Taxonomy' as a Trusted Advisor. By default, Reps do not have an individual Vault, but they need to have an account in the system.

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