Creating and Managing Vaults

While Featured Documents make content visible to all users on the platform, Vaults let you control access based on user roles. You create a vault, select the roles that should have access, and every folder you add to it is visible only to platform users with those roles.

✅ Before you Start

Ensure you are logged into the platform with the Admin role and have accessed the Admin space.

Then, go to the Vaults section in the left sidebar.

➕ Creating a Vault

Select the New Vault option and fill in the required fields:

• Name: Descriptive vault name (mandatory).
• Description: The description of the vault (mandatory).
• Roles: One or more roles that can see the vault (mandatory). Include your own role, so you can see the vault in the list later when you add folders.

🔍 Search

Use the search bar to quickly find vaults by name or role.

👀 View Vault

Find the vault in the list and select View through the three-dot menu. In view mode, the root folders are also visible and clickable.

✍️ Edit Vault

Find the vault in the list and select Edit through the three-dot menu to modify any of its fields.

🗑️ Delete Vault

Find the vault in the list and select Delete through the three-dot menu.

Adding a Folder to a Vault

1. Go to Documents or Shared with Workspace, depending on where the folder is.
2. Find the folder you want to add (folders only, not files) and open its three-dot menu.
3. Select + Vault. From there, you can assign the folder to a vault or unassign it.

Your Vault is Ready!

Once a folder is assigned to a vault, its icon changes to show it. Platform users with the corresponding role will see that vault in their Vaults section.