Admins in 2-tier portals and Head Office Admins in 3-tier portals can assign or remove Co-Owners to Vaults. Co-Owners have the same permissions as the Vault's Primary Contact and can fully access the Vault's contents.

Key Differences:

2-Tier Portal Admins:

• Directly manage Co-Owners for all Vaults in the system.
• Actions are straightforward as there are no sub-portals to manage.
• Step by Step:
  • Step 1: Select Vault.
  • Step 2: Select 'Add Co-Owner'.
  • Step 3: Fill in the First Name, Last Name and Email
  • Step 4: Click Save
  • Viewing and Managing Co-Owners
  • Removing a Co-Owner

3-Tier Portal Head Office Admins:

• Manage Co-Owners across multiple sub-portals.
• Can view, add, and unassign Co-Owners specifically within each sub-portal.
• Steps for Head Office Admins in a 3-Tier Portal
  • Adding a Co-Owner:
  • Managing Co-Owners Across Sub-Portals:
  • Unassigning Co-Owners:
  • Resending Activation Emails:

Step by step:

Step 1: Select Vault.

• Go to the Vault in the client list.
• Select the vault and Right-click to see the Actions menu.

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

Viewing and Managing Co-Owners

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.  

• Navigate to the Co-Owners Tab under the Clients/Vault List.
• Right-click on a Co-Owner's name to:
  • View the Vaults they co-own.
  • Resend the activation email.
  • Give them their personal vault.

Removing a Co-Owner

• Navigate to the Vault details page.
• In the Co-Owners Tab, locate the Co-Owner.
• Use the three-dot menu to select Unassign.

Steps for Head Office Admins in a 3-Tier Portal

Adding a Co-Owner:

1. Access the Sub-Portal:

   • Go to the Clients Tab.
   • Select the Portal where the vault is located.
   • Search for the vault.

2. Add a Co-Owner:

   • Right-click on the Vault and select Add Co-Owner, or see Details to do this Action.
   • Provide the First Name, Last Name, and Email Address.
   • Optional:
     • Send Activation Email: Invite the Co-Owner immediately.
     • Create Vault for Co-Owner: Create a personal Vault for the Co-Owner.

3. Save Changes:

   • Click Save to add the Co-Owner.

Managing Co-Owners Across Sub-Portals:

• Navigate to the Co-Owners Tab in the Head Office Admin view.
• Right-click on the name to see available Actions
• Double Click on a Co-Owner's name to see which Vaults they co-own.

Unassigning Co-Owners:

1. Go to the Vault details page under the sub-portal.
2. In the Co-Owners Tab, locate the Co-Owner.
3. Click the three-dot menu next to their name and select Unassign.

Resending Activation Emails:

• From the Co-Owners Tab, click the three-dot menu next to the Co-Owner’s name.
• Select Send Activation Email.