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'.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.