There are two ways a person can become a member of your Vault account: They can be invited by another user with the appropriate permissions, or the person can request membership. This article provides an overview of the ways you can invite and manage new users. 

 


Invite New Users

  1. Go to the Users tab

  2. Click +New Invite under Invites.

  3. Enter the email(s) of invitee(s).

  4. Assign a Permission Level. 

  5. Click Invite. 

  6. They will receive an email alert inviting them to become a member.

Send Membership Invite as a Link

  1. Go to the Users tab

  2. Click Sent under Invites.

  3. Locate the Invite by scrolling or searching. 

  4. Right-Click the link icon to the right of the invite. 

  5. Paste into a message.


View Pending Invites

  1. Go to the Users tab

  2. Click Sent under Invites.

  3. View all Pending Membership Invites in a searchable, sortable table.

Edit Membership Invite

  1. Go to the Users tab

  2. Click Sent under Invites.

  3. Locate the Invite by scrolling or searching. 

  4. Click the pencil icon to the right of the invite. 

  5. Make your changes. 

  6. Click Update.


Resend Membership Invite

  1. Go to the Users tab

  2. Click Sent under Invites.

  3. Locate the Invite by scrolling or searching. 

  4. Click the envelope icon to the right of the invite. 

  5. Confirm your choice.


Tip: If the invitee’s email service provider did not send your email, resend it using this tool. 

Delete Membership Invite 

  1. Go to the Users tab

  2. Click Sent under Invites.

  3. Locate the Invite by scrolling or searching. 

  4. Click the trashcan icon to the right of the invite. 

  5. Confirm your choice.