This release introduces expanded Representative permissions designed to help organizations delegate operational workflows more efficiently. Administrators can now grant selected Representatives access to create vaults and manage Quick Links directly within the platform, reducing administrative bottlenecks while maintaining control over available configurations and workflows.

Why This Matters

Many organizations rely on Administrative users to manage day-to-day operational tasks, such as onboarding new vaults and maintaining Quick Links across portals and vaults.

The new release introduces new delegated workflow permissions that allow organizations to distribute these responsibilities more efficiently while maintaining governance and operational consistency.

Benefits include:

Faster onboarding workflows
Reduced dependency on Administrative teams
Improved operational scalability
Better delegation of routine management tasks
Controlled access to approved workflows and configurations

What’s Included

Vault Creation Permissions

Administrators can now grant selected Representatives permission to create vaults directly within the platform. Admins can also control:

Which templates can Representatives use
Which vault package configurations are available
Co-owners inside a vault

This helps organizations maintain consistency while allowing teams to onboard clients more efficiently. New flag feature for Representative to 'create vaults' and set which templates and package can they use

Quick Link Management Permissions

New permissions are also available for Quick Link management workflows. Administrators can now allow selected Representatives to:

Create Quick Link templates
Assign Quick Links to vaults
Add and remove Quick Links from those vaults they have access to

This enhancement helps organizations respond faster to operational requests without requiring full administrative involvement.

How It Works

Administrative Setup

Administrators can assign permissions directly through user management settings. Depending on the permissions enabled, Representatives may receive access to:

Vault creation workflows
Approved templates and package types
Quick Link management tools
Quick Link assignment workflows

New flag features under the user profile: Quick Link management tools and Quick Link assignment workflows

Representative Experience

Once permissions are enabled:

Representatives will only see the workflows and configurations assigned to them
Existing user experiences remain unchanged
Administrative oversight and permission management remain fully controlled by Admin users

Important Notes

These are feature-flag controlled enhancements
Availability may vary depending on your portal configuration
Permissions can be enabled or removed at any time by Administrators
Existing administrative permission structures remain unchanged

To learn more or request enablement, please contact Customer Success.