Administrators can now add Co-Owners to a Client Vault from their Administrative Portal. Co-Owners essentially have the same set of actions and permissions as the vault holder. This feature is available on request only.
An Administrator may add the Co-Owner to the Client Vault by following the below steps:
Step 1: Go to the respective Client Vault in the client list and right-click on it.
Step 2: Select "Add Co-Owner".
Step 3: Fill in the First Name, Last Name and Email and click on Save.
Info! Once the Co-Owner's credentials are saved, an activation email is automatically triggered to the Co-Owner's email inbox with a temporary password. After completing the onboarding, Co-Owners will be able to access the client's vault.
Administrators can view the Co-Owners of each vault by going to the Contacts tab in the Client Vault where they are identified by the Co-Owner Tag under Collaborators.
