How to Add Administrator or Representative Users?

Modified on: Fri, 11 Aug, 2023 at 11:13 AM

Attention! Multi-tiered portal: add your team members as Administrators before you provide them with Trusted Advisors' access to other Vaults. Each portal can have their separate group of users, but can only exist in one at the time. 

You can choose what role your team member will have, and provide or remove access to additional areas (Features) inside your portal. (Depending on the type of portal and features enabled on your system you will be able to see and manage these access items). 

  • An Administrator will have automatically access to all Vaults and company folders inside a Vault, will be able to create and manage other users, Vaults and Collaborators by default. 
  • A Representative can have limited access to specific Vaults and folders inside a Vault, and the must be assigned manually to Vaults. They can create and manage Collaborators inside the Vaults they have been assigned to.

On your User tab, you will be able to check the status of each user (Invite, Active or Inactive), their role and last login date. Click on the headers of each column to search, sort or add any filer.

To start Follow these steps:

Step 1: Go to the main menu on the left, click on the 'Users' tab.

'Users' Tab.

Step 2: Click on 'Add New User'.

Add New UserStep 3: Choose the account type: Administrator or Representative.

Choose the account type: Admin or Representative.

Step 4: Mandatory fields are first name, last name, and email. 

  • Emails cannot be change after created.
  • If your portal has enabled features such as Corporate Vault, Private Folders or Template Management. You will see extra access at the button

Mandatory fields are first name, last name, and email. Vau

Step 5: If the type is Representative, then set their permissions and click on 'Create'

  • You can configure their ability to activate and deactivate Vaults.
  • Custom permission to the 'Company’s folders'. The folders you choose here will be applied to all the Vaults this user has been assigned to. If you don't see any folder, please create your folder structure first.

Step 6: Click 'Create': The system will send an activation email to the new user.

Info! If you want to change the roles of your team members or assign a Trusted Advisor with an administrator/representative role, please reach out to us at, and our Customer Success team will get in touch with you.

After creation you can double click to access the user detail or right click and select 'See Details'.

See Details.

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