How to Assign a Representative to the Vault?

Modified on: Tue, 8 Aug, 2023 at 10:40 AM

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 'Action' in the top-right corner.

Step 4: Select 'Assign Representative'.

'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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