How to set a different access level for support agents?
As a Vault Admin, you can decide which level of access the Virtual Vaults support agents have. This setting is set upon first use of the Vault. You can change this at any time in My Virtual Vaults.
You can choose between the following access levels:
Virtual Vaults support agents can access your Vault to fully assist you or your users. They cannot access the documents and are restricted in performing specific actions.
Support agents cannot:
View and download documents
Upload and move documents
Invite new users
Change role permission
Combine or split role
Support agents can:
Create an empty folder structure
View folder and document name
Enable and disable user
Enable and disable role
View role permissions
Virtual Vaults support agents can access your Vault to fully assist you or your users. They can access the documents and are unrestricted in performing actions. These actions will only be performed in rare occasions, when it is absolutely necessary and after written consent.
Support agents can:
View and download documents
Upload and move document
Invite and manage new user
Manage roles and permission
Create an archive
Close the Vault
Virtual Vaults support agents cannot access your Vault. This means they will only be able to assist you or your users on general questions.
Support agents cannot:
Access the Vault
Create an archive
Close the Vault
Support agents can:
View the Vault nameTo change the access levels, use the steps below:
1. If you are a Vault Admin, log in to My Virtual Vaults.
2. Navigate to Vault details.
3. Navigate to Security and go to the Access level for Virtual Vaults agents section.
4. Choose your preferred access level and click on close to finalize the action.