Enhanced Co-Owner Feature Empowers Admins with New Functionalities

Modified on: Mon, 17 Jun, 2024 at 3:43 PM

Discover our enhanced Co-owner feature, empowering admins with greater control and flexibility.

In the ever-evolving landscape of digital collaboration and secure information sharing, the role of administrative tools is paramount. Recognizing the need for more nuanced and flexible management of Co-Owners, we are excited to announce significant enhancements to the Co-Owner capability. These improvements are designed to streamline administrative tasks, offer more control, and improve the overall user experience for both admins and co-owners.

Deferred Activation Email

One of the most anticipated updates is the ability for admins to create co-owner accounts without immediately sending the activation email. This functionality provides administrators with greater flexibility and control over the onboarding process. Now, admins can set up co-owner accounts and prepare all necessary details before the Co-Owners are notified, ensuring that everything is in place for a seamless activation.

New Co-Owner Management Tab

To further simplify the management of Co-Owners, we have introduced a dedicated tab within the Vault list interface. This new tab is a centralized hub where admins can view and manage all co-owners efficiently. Key features of this tab include:

  • Search and Filter Functionality: Admins can easily search for and filter Co-Owners, making it quick to locate specific individuals or groups.
  • Status Overview: The tab provides an at-a-glance view of each Co-Owner's status, including whether they have been assigned their own Vault, the status of their activation email, and their last login date.
  • Detailed Profile Management: By right-clicking on a Co-Owner's profile, admins can access more detailed information, including a list of Vaults the Co-Owner is part of. This feature enables admins to manage Co-Owner permissions and Vault memberships more effectively.

Adding a Vaults for Co-Owners

Another significant enhancement is the option for Co-Owners to have their own dedicated Vault. This feature acknowledges the need for Co-Owners to manage and access specific information independently while still participating in shared Vault activities. By providing Co-Owners with their own Vaults, we are enabling a more organized and secure method of managing individual and shared data.

These enhancements bring several practical benefits to organizations:

  • Enhanced Onboarding Control: Delaying the activation email allows admins to fully prepare the Co-Owner's environment, leading to a smoother onboarding experience.
  • Improved Data Organization: Dedicated Vaults for Co-Owners ensure that personal and shared information is kept organized and secure.
  • Efficient Management: The new tab and its functionalities streamline the management of Co-Owners, saving time and reducing the complexity of administrative tasks.
Attention! If you don't have the Co-Owner feature but you would like to explore it, contact your Customer Success team to learn more and to enable Co-Owners! 

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