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.

Did you find it helpful? Yes No

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