Trusted Advisor (Collaborators)

Modified on: Wed, 4 Nov, 2020 at 1:12 AM


Trusted Advisor

An individual selected by the VaultHolder who has access to a specific entity, category, subcategory or area in a vault. Trusted Advisor access can be removed or edited at any time by the VaultHolder. By default, Trusted Advisors do not have an individual vault, but they need to have an account in the system. 

Manager

An individual selected by the VaultHolder who has the same permissions as a VaultHolder. Their access can be removed at any time by the VaultHolder. By default, Managers do not have an individual vault, but they need to have an account in the system. 


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