Once the Vault is created you can still edit the name of the Vault and if the Vault is still not active you can even update the email address. Here are the steps on how to do it:
Edit basic fields on a Vault
Step 1: On your Client List, right-click on the name
Step 2: Select 'See Details'
Step 3: Click Edit Profile
You can update the First Name, Middle Name, Last Name, Email (if not active) and the Reference Number only.
Step 4: Click Update
Attention! The system generates the inbound email address using the first name and last names used during the Vault creation. If you also need this to be updated please send an email to Support.
Edit email address
Step 1: On your Client List, right-click on the name
Step 2: Select 'See Details'
Step 3: Click Edit Profile
- You can update the email address only if the Vault is on the Created or Invited status. Once the email has been confirmed by the Vault owner, they can update the emails in their Account Settings.
Step 4: Click Update
Attention!
- Some Vaults created using systems Integrations may have to update their email address in the primary system. Inside the Vault, this functionality will be disabled.
- If you are creating the Vault manually, but your portal it's set up to also automatically create Vaults, please use the same email address used for that Client in the primary integration.