Manage your Account Settings

Modified on: Thu, 17 Oct, 2024 at 2:51 PM


As a primary owner, click on the name of the vault in the top-right corner and select 'Account Settings'.

Click on Account Setting on the top right-corner of a vault

You will have different Tabs available to manage different areas of your account.


Profile

Add your picture and more information so your collaborators and the administrative user always have the updated date contact information.


Appearance

Manage the default language of the vault, the Theme, Location for system notifications and preference on the File & Documents View.


Keyboard Shortcuts

Discover essential keyboard shortcuts to navigate efficiently, perform quick actions, and adjust settings in your vault for a streamlined experience.


Entities 

Depending on your package you have a number of entities available in your vault. Create, Edit or Delete those entities on this tab. 


Notifications

Manage your In-App and Email notifications.


Security

Under this tab, users can change their primary login, manage their password, enable the Multi-Factor authentication, manage the trusted and untrusted emails.


Information

Review the Privacy Policy and Terms of Service of your portal.

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