Administrator & Representative Portal Updates

Modified on: Mon, 26 Oct, 2020 at 8:52 AM

Check out all of the updates and new features in your portal here. There have been changes made to the Client List, representative creation, and more!

Below see some of the updates that have been made to your Administrative portal: 


Sorting Client List via Storage: You can now sort your clients based on the storage they’ve used by selecting the header name.


Storage Limit view: See when your clients are getting close to exceeding their package limit on the detail page. Just double click on their name to open this page up and view the new progress bar on the right-hand side.


Send “Activation Email’ in Bulk: You now have the ability to select multiple vaults and Send Activation Emails to your clients, prompting them to set up their vault so they can view documents, upload documents, and more! 


Reset Client Passwords: Administrators now have the ability to send password reset emails to clients!



Global Folders badge when adding Representatives: When choosing what folders a representative has access to, Global folders will now have an identifying badge. 

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