Global Management of Vault Users
As for providers, the Manage Users function can be used to add and remove vaults from an existing user’s account without the need to go through the invitation process.
The System Administrator will be able to select a vault user from the initial Manage Users screen. The vaults to which the user already has access will be shown in the box to the right of the page:
This particular user has access to 2 vaults, Anderson Brothers and Risk Management Associates. If the green Manage User button is clicked and the Vaults tab is opened, these 2 vaults are shown as being within the Alpha and Omega Partners LLP provider:
Additing Vaults to a User Account
If it is necessary to allow vault users access to further vaults, they can be added by using the Available Vaults dialog box, as shown below:
This will show the range of provider accounts that are available to the System Administrator, with the vaults that each contains. A vault may be added to the user’s account by selecting it and then clicking the Add> button, as described in the previous section of the guide. Multiple vaults can be added by using the Ctrl key in conjunction with the left-mouse button.
If the user in question requires a provider to be added as well as a vault, this can be done by switching to the Provider Accounts tab in the dialog box shown above.
Removing Vaults from a User Account
As for providers, described in the previous section of the guide, a vault can be removed from a user’s account by clicking it in the Selected Vaults as shown above and then clicking the <Remove button. Multiple vaults can be removed by selecting them using the Ctrl key and the left-mouse button.
