Vicente Fernandez

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Articles

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  • Company Contacts

    Here you can manage your company contacts.✅ Before you StartApplies to: Admins and Organization Admins Admins: log in with the Admin role and open the Admin space. Organization Admins: log in wit...

  • 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 ever...

  • Managing Roles

    In this section, we will explore the critical aspects of role management within the platform, focusing on how to create new roles, assign permissions, and effectively filter roles to streamline use...

  • Managing Access Requests

    This article explains how to review, approve and reject requests from people who want access to your organization.✅ Before you StartApplies to: Admins and Organization AdminsAdmins: log in with the...