You can help your client by adding Trusted Advisor access to the company folders. To do this please access the client's vault.
Adding a Trusted Advisor
Step 1: Go to the Contact tab and click on the contact tab
If the contact is not created. Click the Plus button on the top-right corner to add the contact to the vault.
Info! If you have a vault and also a Profession Portal, and you are planning to add as a Trusted Advisor your team, remember first to create their access in the Portal, and later create their Trusted Advisor Access to your vault using the same email address.
Step 2: Click Set Permission
Step 3: Set the Permission
- Company folders Permissions: You can give access up to a level 2 folder. Click the arrow to display the subcategories inside a category and narrow the contact access. When you select the full category, the user will have full access to all the subcategories and a checkmark will be displayed. If you click have provided access to a specific subcategory a minus symbol will indicate partial permission to that category.
Step 4: Click Save and Send the Email notification
- The contact will receive an email invitation to become a Trusted Advisor. They will need to accept the invitation and set up a password for their access.
- A new label will show in your main contact list to indicated that the user is a Trusted Advisor. You can use the header on the column to filter the type of contacts.
