How do I view user’s Vault?

Modified on Sat, 26 Oct at 1:22 PM

Please note: This feature can only be used by admin and super admin users of an organization

Select the profile icon in the top right of the home page.

From the drop-down menu select the ‘Admin panel’ and navigate to the ‘Users’ section from the side bar on the left.

The admin will see the users of the organization they are an admin of

The admin has the option to view the vault of the users that are shown on the list to the admin

Select the more options of the user and select ‘View user’s Vault’

The admin will be able to view all the baskets available for the respective user on their vault.

The admin will also be provided with a filtering option of filtering the users to ease the process of finding the users as the active status and the other various filtration that the user can implement.

How to view different baskets inside the users’ vault?

The admin user can view the basket of the users that they select

The admin user will be guided to the relevant user's vault

The user can navigate to the different baskets through the vault as shown here

The admin will also be able to filter the dates to find the envelopes for the specific days they want