The experience of managing Deeper Trusted Advisor (trusted collaborator) permissions has just been significantly improved. Below are some of the enhancements to the overall Trusted Advisor experience and functionality:
Enhanced view and management experience of Trusted Advisors
The overall layout and experience of viewing and managing Trusted Advisor permissions have improved, bringing everything onto a single page. Vaultholders and Administrators can now update folder and entity permissions from the Trusted Advisor contact details page.
Add expiration time to trusted collaborator permissions
This new feature enhancement now allows Vaultholders and Administrative users to assign collaborators, such as accountants, brokers, insurance agents, and lawyers, with time-bound access to specific folders and sub-folders within Vaults. With this enhanced control, setting an expiration date for Trusted Advisors is easy and efficient, and improves the overall level of security with respect to accessing information and documents. When reaching the expiration date an email will be send to the collaborator to let them know their access has been removed.
View time-stamped account status
Vaultholders and Administrators can now conveniently view the time and date of when activation emails were sent and/or when permission has been removed.