Turn on the Vault

You turn on the Vault in two stages:

• Stage 1: in Organisation Preferences

• Stage 2: in Vault Settings

Stage 1 - in Organisation Preferences

1. Click More in the top menu

2. Select Control Panel

3. You arrive on the Control Panel

4. Scroll down to the Organisation Preferences

5. Click that button

6. You arrive on the Organisation Preferences page

7. Scroll down to the Enable Vault checkbox

8. Tick the checkbox

   

9. Scroll down to the bottom of the page and press Save

10. Now you can move to Stage 2

Stage 2 - in Vault Settings

From the Control Panel

1. You need to get to the Control Panel. If you are not already on that page:

   1. Click More in the top menu

   2. Select Control Panel

   3. You arrive at the Control Panel

2. Scroll down to the Vault Settings button

   

3. Click the Vault Setting button

4. You arrive on the Vault Settings page.

   

5. Tick the checkbox Add all contacts to the vault

6. Tick the checkbox Anonymise all the contacts in the vault and make those contacts accessible to specific users

7. In the Add users who should be given access to anonymised contacts in the vault text box, enter the names of users to whom you want to give Redacted Access across every contact who is outside their projects.

8. Press Save

9. That’s it

You can alternatively access Vault Settings from the Home Page

1. The Vault settings can also be accessed from the Home page.

2. Click on the clog ⚙️ icon of your organisation.

3. Select Vault Settings.

   

4. You arrive on the Vault Settings page.

   

5. Tick the checkbox Add all contacts to the vault

6. Tick the checkbox Anonymise all the contacts in the vault and make those contacts accessible to specific users

7. In the Add users who should be given access to anonymised contacts in the vault text box, enter the names of users to whom you want to give Redacted Access across every contact who is outside their projects.

8. Press Save.