Adding a Co-Owner to a vault

Modified on: Tue, 4 Apr, 2023 at 1:10 PM

Info! By default this feature is disabled, if you would like to try this features contact your Customer Success Team.

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.

Once you create a Co-owner the system automatically will send them an activation email, so we highly recommend to add these co-owner when you are ready to share it with the clients. If you would like to pre-populated the vault, don't add the co-owner until you are happy with the vault set up.

Co-Owners essentially have the same set of actions and permissions as the primary vault holder. Please note that these user will see the name of the vault, as defined when creating the vault.

Attention! Only Admins can add Co-Owners.

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 and click on Save.

Info! Once the Co-Owner's credentials are saved, an activation email is automatically triggered to the Co-Owner's email inbox with a temporary password. After completing the onboarding, Co-Owners will be able to access the vault.

Administrators can view the Co-Owners of each vault by going to the Contacts tab in the Vault where they are identified by the Co-Owner Tag under Collaborators.

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