Here is a table to help understand the client, Co-owner and Collaborators experience when accessing different vault's type:
| Feature | Individual Vault | Household Vault | Organization Vault |
| Vault name Display (Top right corner) | |||
Primary Vault access | Shows the primary owner’s name at the top right corner. | Displays the vault name (e.g., Wong Family), below displays "Accessing by [Collaborator Name]." | Displays the organization name (e.g., Apache Corp), below displays "Accessing by [Collaborator Name]." |
Co-owner access | Shows the primary owner’s name at the top right corner, below show 'Full Access' that is the access of the Co-owner | Displays the vault name (e.g., Wong Family), and below displays "Accessing by [Co-owner Name]." | Displays the organization name (e.g., Apache Corp), and below displays "Accessing by [Co-owner Name]." |
Collaborator access | Shows the primary owner’s name at the top right corner, below show 'Trusted Collaborator' that is the user role in that vault | Displays the vault name (e.g., Wong Family), and below displays "Accessing by [Collaborator Name]." | Displays the vault name (e.g., Wong Family), and below displays "Accessing by [Collaborator Name]." |
| Settings Menu inside a Vault | |||
Primary Vault access | - Welcome Message: At the top of the Settings menu, a message displays the co-owner's name and mentions the specific vault they are currently accessing. - Account Settings: Users can only review the settings of the current vault but cannot make any changes, only the primary owner. - Logout Button: A Logout button is visible to easily exit the session. - Quick Appearance Customization: Users can quickly modify Appearance settings, including: - Language: Change the displayed language. - Dark Mode: Toggle between light and dark mode for the interface. - Accounts Section: Displays the user's name along with "(vault)" grayed out. - Vault Access Section: If applicable, a list of vaults the user can access is displayed under Vault Access. Clicking View will show the list in the center area of the vault | ||
Co-owner access | - Welcome Message: At the top of the Settings menu, a message displays the co-owner's name and mentions the specific vault they are currently accessing. - Account Settings: Users can only review the settings of the current vault but cannot make any changes, only the primary owner. - Logout Button: A Logout button is visible to easily exit the session. - Quick Appearance Customization: Users can quickly modify Appearance settings, including: - Language: Change the displayed language. - Dark Mode: Toggle between light and dark mode for the interface. - Accounts Section: Displays the user's name along with "(vault)" to indicate they are currently accessing a shared vault (even if they don’t have their own personal vault). Clicking their name redirects them to their Portal, where they can: - Manage their own account settings in the top-right corner. - View the full list of vaults they have access to. - Vault Access Section: A list of vaults the user can access is displayed under Vault Access. Clicking View All redirects them to their Portal, providing an overview of all accessible vaults. | ||
Collaborator access | - Welcome Message: At the top of the Settings menu, a message displays the collaborator's name and mentions the specific vault they are currently accessing. - Account Settings: Users can only review the settings of the current vault but cannot make any changes, only the primary owner. - Logout Button: A Logout button is visible to easily exit the session. - Quick Appearance Customization: Users can quickly modify Appearance settings, including: - Language: Change the displayed language. - Dark Mode: Toggle between light and dark mode for the interface. - Accounts Section: Displays the user's name along with "(vault)" even if they don’t have their own personal vault. Clicking their name redirects them to their Portal, where they can: - Manage their own account settings in the top-right corner. - View the full list of vaults they have access to. - Vault Access Section: A list of vaults the user can access is displayed under Vault Access. Clicking View All redirects them to their Portal, providing an overview of all accessible vaults. | ||
| Default Login Behavior | |||
Primary owner (always) | Default landing page: the vault they own | Default landing page: the vault they own | Default landing page: the vault they own |
| Co-owner (of only one vault) | Default landing page: the vault they co-own | Default landing page: the vault they co-own | Default landing page: the vault they co-own |
Co-owner (of multiple vaults) | Redirected to Portal to view all accessible vaults | Redirected to Portal to view all accessible vaults | Redirected to Portal to view all accessible vaults |
Collaborator to one vault | Default landing page: the vault they collaborate on | Default landing page: the vault they collaborate on | Default landing page: the vault they collaborate on |
Collaborator to multiple vaults | Redirected to Portal to view all accessible vaults | Redirected to Portal to view all accessible vaults | Redirected to Portal to view all accessible vaults |
Multiple role combination (Primary owner , Co-owner & Collaborator) | It will depend on whether this is the primary-owned vault; if not, the default will be the Portal or the last vault they accessed. | It will depend on whether this is the primary-owned vault; if not, the default will be the Portal or the last vault they accessed. | It will depend on whether this is the primary-owned vault; if not, the default will be the Portal or the last vault they accessed. |
| Invitation Format to Collaborators | |||
| Collaborator | Invitations show primary owner’s name (e.g., "Alex Matute invites you..."). | Invitations show the HouseHold vault name (e.g., "Wong Family invites you..."). | Invitations show the Organization vault name (e.g., "Apache Corp invites you..."). |
| Primary owner | Will get a copy of the invitation if was sent by other user | Will get a copy of the invitation if was sent by other user | Will get a copy of the invitation if was sent by other user |
| Inbound Email address Generation | |||
| Set at the moment of the vault creation | First and Last name is used -i.e. Alex.Matute.RANDOM [email protected] | Vault Name is used -i.e.wongfamily.RANDOM [email protected] | Vault Name is used -i.e.apachecorp.RANDOM [email protected] |