The Corporate Vault is designed to centralize and secure your organization’s most important documents. Within the vault, you can manage who has access and control what they can see or do. There are two main groups you can manage inside the Corporate Vault:
Users (Team Members): Internal staff members who are automatically added but may need their access tailored.
Collaborators: External parties such as vendors, auditors, or consultants who require temporary or limited access.
By properly managing access for both groups, you ensure your Corporate Vault stays organized, secure, and compliant while giving the right people the right level of visibility.
Managing User (Team Member) Access
All internal users are automatically added to the Corporate Vault, but not all will need access to every folder or entity.
Access Users:
Log in to the Corporate Vault with the correct credentials.
Go to the Contacts tab and select the Users (Team Members) subtab.
Edit Permissions:
Double-click on the user’s name to manage their access.
Assign folder and entity permissions as needed.
Important: If the user was granted automatic access in the Admin Portal with the flag “Can access Corporate Vault”, permissions cannot be edited inside the vault. To adjust:
Log in to the Admin Portal.
Go to the User Tab and edit the user.
Remove the flag “Can access Corporate Vault.”
Log back into the Corporate Vault to edit their permissions.
Managing Collaborator Access
Collaborators are external contacts who need temporary or restricted access to the Corporate Vault for specific purposes.
Add a Collaborator:
Go to the Contacts tab.
Select the Collaborator subtab.
Click Add Contact.
Set Permissions:
General Permissions (file access, reminders, contact usage).
Entity Permissions (which entities they can access).
Folder Permissions (specific folders; parent folder access includes all subfolders).
Use the folder’s document icon to preview files and confirm correct access. Ensure folder/entity dot colors match assigned permissions.
Set Expiration Date (Optional):
Add an expiry to automatically revoke access on a given date.
The collaborator will be notified by email when access ends.
Save & Invite:
Click Save and send the email invitation.
If the collaborator already exists, you can skip sending an invitation.
Corporate Vault Use Cases
Collaborators (external access)
Vendor Management: Share and collect contracts, invoices, and insurance documents with vendors.
Audit Access: Provide time-limited access to auditors (e.g., SOC, compliance, or financial reviews).
Consultants & Advisors: Grant controlled access to external legal, tax, or financial advisors.
Users (Team Members) (internal access)
Centralized Agreements: Keep all supplier, partner, and client agreements in one place for your team.
Human Resources: Securely store employee records, onboarding material, and HR-related documents.
Role-Based Access: Assign departments (finance, HR, legal) only to the folders and entities they require.