If you need to provide equal access to different parties to a Vault, now you can add one or multiple Co-owners to a Vault. Co-Owners essentially have the same set of permissions as the Primary Contact of a Vault. Please note that these users will see the name of the Vault, as defined when creating the Vault.

Step by step:

Step 1: Go to the respective Vault in the client list and right-click on it.

Step 2: Select 'Add Co-Owner'.

Step 3: Fill in the First Name, Last Name and Email.

• Send Activation Email: Check this box when you want to send the activation email with the co-owner.
• Create Vault for Co-owner:  Check this box if this co-owner should also have their own vault set up.
  

Step 4: Click Save

Info! Administrators can view the Co-Owners under the Co-Owners tab bellow Clients/ Vault List. Right-click to see the Co-Owned Vaults, Resend Activation Email or provided a Vault.