Skip to main content

Vaults

Combine multiple SideDrawers into a Vault

Written by Support
Updated over 2 weeks ago

This article is for All SideDrawer Users
Some elements are only applicable to SideDrawer Console Users

A Vault is a collection of SideDrawers that all relate to one client - that client can be an individual, a family/household, or a business.
Vaults let you create several different SideDrawers for that client, while keeping them connected to one another.

Why would I create a Vault for a client?

There are 2 main use cases for Vaults:

  1. Client has multiple SideDrawers related to different lines of business, accessed by different teams - e.g. Individual for personal finances, and Business SideDrawer for their company files, or several Individual SideDrawers for client & spouse, with separate SideDrawers for their children, or separate SideDrawers for Insurance, Finance, and Estates documents
    ​

  2. You want to have a client-facing SideDrawer, that the client has direct access to, and an internal SideDrawer, for your team, storing documents related to the client, but that the client shouldn't have direct access to

Creating a Vault

  1. In your Console, go to Accounts > Vaults

  2. Select Create a new Vault
    ​

  3. Choose a Name for the Vault - this will be the name that the client will see in their account
    ​

  4. Choose the Primary User - this is the email address of the client that the Vault is for.
    The Primary User needs to be a registered user - someone who has already been invited to your environment, and who has accepted the invitation and created their account.
    If you want to create an account for a new user, the best option is to create the SideDrawers first, and invite the client, then add those drawers to the Vault once the client has registered.
    Note that the Primary User may not be the data owner for the Vault or all SideDrawers within it - if we think of the Vault as a building, you're the owner/landlord, the Primary User is the resident.
    Vaults need to be attached to a main email address, so even if the Vault is for a business, household, or family, you'll need to select one client to be the Primary.
    ​

  5. Create a SideDrawer for the new Vault
    You need to create at least one new SideDrawer for the Vault
    Later on, you can add existing SideDrawers to the Vault as well

    1. Select SideDrawer name

    2. (Optional) Add metadata to the SideDrawer

    3. Choose Affiliate

    4. Set SideDrawer Type

    5. Select the permission level for the client (Editor, Contributor, Viewer, or No Details) - this is the level of access that the client will have to the SideDrawer

    6. Select the Client Relationship - you can choose from the drop-down, or type your own response

    7. Choose Data Owner - this is the owner of the SideDrawer
      The owner of your environment (tenant) will autofill as the Data Owner, but you can overwrite that, if you want to make the client the owner, or set a different admin or advisor as the owner
      ​

  6. (Optional) To create multiple new SideDrawers in your Vault, use the + icon
    ​

    You'll also be able to create more SideDrawers for the Vault in the next step, or create new SideDrawers later on, then add them to an
    ​

  7. Add a Content Package
    Choose a Content Package to apply to the new SideDrawer in the Vault
    The Content Package can include files to be delivered to the SideDrawer, Records/Folders to populate the SideDrawer's Tiles, Info Requests, and Collaborators
    Remember that Content Packages are keyed to SideDrawer Type (Individual, Business, Unstructured, etc.), so you need to make sure that you have a Content Package that matches the SideDrawer Type you're creating for the Vault

    Use the check boxes to indicate what elements from the Content Package should be selected for the new SideDrawer: Record Names, Info Requests, Collaborators
    ​

  8. Click Confirm to create your Vault
    ​

  9. (Optional) Create additional SideDrawers for the Vault
    As in Step 5 above - use this flow to create multiple SideDrawers for this Vault
    ​

  10. (Optional) Assign SideDrawers to the Vault
    You can add existing SideDrawers to the Vault - for example, if you already have a SideDrawer for this client
    Use the Search Bar to locate and assign SideDrawers, then click Confirm to complete
    ​

Viewing and Editing Vaults

In your Console, go to Accounts > Vaults
Here you will see all Vaults that have been created in your Console so far.
For each Vault, you can see its name, the User ID associated with the Primary User (client), the date that the Vault was created, and date of its last update.
​

To view or edit the Vault, click on the 3 dots at the right of the Vault name, and select View Vault Details or Manage Vault Settings from the Actions menu.

View Vault Details

In the View menu, you can see the Vault's key details, including the Name, Vault ID, the Primary's email address, the Affiliate, and the Creation and Update dates.
​
You can also see a list of the SideDrawers currently associated with this Vault:


Select Assign SideDrawers to this Vault to add existing SideDrawers to the Vault

Select Create SideDrawers for this Vault to make new SideDrawers and add them to the Vault

Click on the 3 dots to the right of a SideDrawer to open its Actions menu:
​
​View SideDrawer will open a new tab in your browser, showing the selected SideDrawer in the front-end app

Remove SideDrawer from Vault will disconnect the SideDrawer from this Vault - the SideDrawer itself does not change, and can still be accessed from your Console or from the front-end app

Manage Vault Settings

  1. Vault Name
    In this screen you can edit the Vault name by typing a new name, then clicking Confirm
    Or select Skip this step to keep the current name and move on
    ​

  2. Create New SideDrawers for the Vault
    This step allows you to create new SideDrawers for the Vault, as in step 5 of Vault creation

  3. Assign existing SideDrawers to the Vault
    This step lets you add existing SideDrawers to the Vault, as in step 10 of Vault creation
    ​

Vaults in the Front-End App

Now that the Vault has been created, let's look at how it appears in the front-end app, to an advisor and to a client.

In this example, we've created a Vault called Example Vault 2.
It has 3 SideDrawers: Ex Vault 2 SD, Client Freeform, and Ex 2 Internal.
Our client, Sid Drawer, the Primary User for the Vault, is an Editor on Ex Vault 2 SD, a Viewer on Client Freeform, and No Details on Ex 2 Internal.
​

The admin is the data owner on all 3 SideDrawers.

Front End: Admin View

When the admin logs into the SideDrawer front-end app, they will see this view:
​

In the admin's view, the Vault name appears at the top of the screen, and the Tile sets from all 3 SideDrawers in the vault display on the Records page
The admin can view Records and files from Ex Vault 2 SD, Client Freeform, and Ex 2 Internal, all within the same screen, without having to toggle from one SideDrawer to another

When the admin clicks on the Collaborators menu, and looks at the client's permissions, she can view permissions for all SideDrawers in the Vault, and edit the client's permissions at the SideDrawer or Record level
​

Front End: Client View

In our example, the client, Sid Drawer, has a personal SideDrawer account, which he owns, as well as the Vault, with its 3 SideDrawers
​

The icons to the right of each SideDrawer tell us that Sid is the owner of the Sid Drawer personal SD (medallion icon), Editor on Ex Vault 2 SD (pencil icon), Viewer on Client Freeform (glasses icon), and No Details on Ex 2 Internal (no entry icon)

Sid's view shows the Vault name, and the Tile set for Ex Vault 2 SD (Editor) and Client Freeform (Viewer)

Sid's view doesn't show Ex 2 Internal, because he's listed as No Details - this SideDrawer will be used by the admin and advisors to store their internal documents related to Sid's account.
​

Sid can see Ex 2 Internal in his drop-down, but if he clicks on it, he'll receive a No Access Error message:
​


If Sid clicks on the Collaborators tab, he will see permissions only for the SideDrawers he can view: Ex Vault 2 SD and Client Freeform

Since he's an Editor on Ex Vault 2 SD, it appears in colour, and Sid can edit his access.
As a Viewer on Client Freeform, Sid does not have access to edit, so this line appears grayed out.

Front End: Other Users

Once you add SideDrawers to a Vault, that will affect how they will appear to any user with access to any SideDrawers or Records within the Vault.

Other users - the Primary User's family members, other advisors from your team, or third-party users like accountants and lawyers - may have access to one or more Records or SideDrawers within the Vault.

In most ways, their view will be the same as for normal SideDrawer access - they will still only be able to see the drawers or Records that they've been invited to.

Users with partial access will still see the Vault heading at the top of their screen, then the name of the SideDrawer or SideDrawers that they have access to, and the Tiles for each SideDrawer (if they have access to the whole drawer) or the Tiles they've been invited to (if they have access only to specific Records).
​
In this example, the user is a family member of the Primary User, and has been added to 2 Records within 1 SideDrawer in the Vault.
They see the Vault name at the top, then the name of the SideDrawer 'N Lior - Vault Individual,' and the Tiles that contain the Records they can access.
They don't see the other SideDrawers in the Vault, and they don't see the other Tiles in the SideDrawer:

In our second example, the same user has been asked to consult on the Primary User's business, and was added to the Business SideDrawer in the Vault, with a Viewer role.
They still see the Vault name at the top of their screen, and now they see the 'N Lior - Vault Business' drawer and all its Tiles (they still only have Viewer permission, so they can't upload or delete, but can see all files here), as well as the 2 Tiles they have access to in the 'N Lior - Vault Individual' drawer below:
​

Filtering SideDrawers in a Vault

Any users with Vault access that includes more than one SideDrawer can choose to filter their view, so that only selected SideDrawers are showing.
This can be useful for decluttering your view to focus on what's important - just remember that deselected drawers will stay hidden until you change the filter settings!

Click on the filter icon to the right of the Vault name to bring up a checklist of SideDrawers (users will only see the drawers that they have access to):
​

Unchecking a drawer will remove it from view, so that only the checked drawers and their Tiles are displayed:
​

Did this answer your question?