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”.
VaultHolder / Vault's owner
Modified on: Wed, 4 Nov, 2020 at 1:09 AM
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