How to assign a representative to the vault?

Modified on: Tue, 22 Jun, 2021 at 4:54 PM


By default, Admins have access to all vaults. However, you can decide which vaults a Representative can manage and which company folders they can see.

Step-by-step guide:

Step 2: Select “All” or choose the specific vaults you want this Rep to have access to.


Step 3: Right Click or go to “Actions” in the top-right corner 

Step 4: Select “Assign Representative”.

Step 5: Select the name/names of the representatives and click Assign.

  • You can assign multiple client vaults to multiple representatives in one go.


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