Using the Platform
Tips & More
Setting up Private Vaults on your platform
Adding Private Vaults to your platform can be a very useful feature for your members. If it is activated on your platform, you will find the menu on the left side, as shown below.
If this is not visible on your platform, please contact your Client Success Manager who will be delighted to set it up for your users.
A private vault can be set up for one person or for different individuals. Each individual can be granted different types of permissions if necessary.