Provider Account Management
As a provider of the Safe4 service for your clients, you have the ability to create and manage inheritance vaults on their behalf.
After selecting the provider account you wish to enter, or if you have access to a single provider account, you will be presented with the provider home screen:
This screen shows that you have access to 11 inheritance vaults. One has been termed a “Sample Vault”, which will act as a template for the creation of new inheritance vaults as and when they are required. The others are Named “Inheritance Vaults 1 … 10” in accordance with the approach agreed with the Society of Will Writers. Having signed up to use the Digital Inheritance Vault service, these 10 vaults have already been purchased by you, and may be allocated to your clients.
Renaming Inheritance Vaults
In order to allocate one of these 10 vaults to a client, it should first be renamed. This can be done by clicking the “Actions” box alongside the vault you wish to reassign:
After clicking “Edit Details”, the following screen will appear:
This process will rename Inheritance Vault 1 to the chosen client, in this case Mr and Mrs Jackson. The vault will be renamed to Jackson, Robert and Alice. After renaming it, the vault will appear on the provider home screen:
