VaultHolder / Vault's Owner

Modified on: Thu, 10 Aug, 2023 at 10:57 AM

The end-users/owners of a Vault (your clients). VaultHolders have access to all core functionalities of a Vault and can upload/edit/share/add reminders and delete documents filed in their Vault. They can add/edit/remove Trusted Advisor permissions at any time but cannot remove the Admin or Reps access to the 'Company’s Taxonomy'.

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