User Guide

introduction welcome! this guide will show you how vault enhances your experience by providing secure and easy access to your document archive, invoices and statements, and payment processing options whether you're looking for a copy of a mailed document, manage your templates, or to process or review payments our vault system ensures that your information is safe while making the process hassle free what is vault? vault is a system that provides a secure, convenient, and seamless way to store and manage your documents, payments and personal information who is this guide for? this guide is for customers who want to use vault to log in and configure their account explore your uploaded files view stored general documents view and manage their clients view invoices and statements manage notification settings how to use this guide? whether you're a new or returning user, this guide will help you get the most out of your customer vault getting started how to register and log in dashboard overview key sections and their functions account management updating profile details and preferences invoice & statement paying invoices, reviewing statements support & troubleshooting submitting tickets, faqs, and common navigation issues getting started how to register? when you register for portal, the primary account user can grant you access to the vault system inside the user settings this must be done by an appointed administrator for your company how to log in? after your account is active, you can visit vault here dashboard overview home the home page serves as the central dashboard for your portal your central hub for securely managing payments, clients, and files below is the breakdown of each section to help you navigate and utilize its features effectively the home section provides a quick overview of your account activity and key shortcuts, including invoices to pay easily access and settle outstanding invoices client count view the total number of clients linked to your account files quickly access stored documents for easy reference explore my files a centralized location to browse and manage all files stored within the vault when applicable, you can upload, organize, and retrieve documents related to your transactions and clients general documents when applicable, this section houses important shared documents, such as agreements, policies, or other reference materials that you or your clients may need access to my clients view and manage your client database, including contact details, stored payment methods, and transaction history this section allows you to update client information and track interactions to view a list of your clients, visit the direct link below users by client monitor and manage authorized users within each client's account this helps your business track access permissions and ensure the right individuals can manage payment details or invoices invoices track, review, and process invoices this section allows you to view outstanding and paid invoices set up automatic payments download invoice copies for record keeping statements access detailed financial statements, including transaction summaries and payment history this section helps with reconciliation and financial planning configuration this section helps you stay informed without being overwhelmed by unnecessary alerts by utilizing this section, you can efficiently manage your financial data while ensuring security and convenience customize your account notification settings, including control how and when you receive alerts related to invoice due dates payment confirmations security notifications method of notifications email or sms frequently asked questions how can i reset my password? accounts are locked out when there are 5 unsuccessful login attempts to reset your password, simply click "i forgot my password" below the login fields, and follow the prompts enter the email associated with your account and you will receive a link to reset your password how can i grant access to a new user? to give access to a new user, the primary admin user must create an account by gathering the following basic information from the new user valid email address the primary user must then navigate to portal to add the account to their list of approved users follow the basic prompts, and choose what access roles you'd like them to have available to them they'll promptly receive a registration email where they'll need to fill out some basic information to get access support need help or have a question about this guide? send your question by emailing the tech writing department using the button below roles and responsibilities name role responsibilities natalie griffel project manager measure and verify project scope facilitate scope change requests facilitate impact assessments of scope change requests organize and facilitate scheduled change control meetings communicate outcomes of scope change requests update project documents upon approval of all scope changes account services team member manage user access, troubleshoot issues, and oversee vault configurations provides technical assistance, resolve user issues, and escalates issues with it when needed developers team member maintain and enhance the vault's functionality based on feedback and evolving requirements customer users user responsible for accessing and utilizing the vault's features according to their role based permissions revision history version date updater name description february 20, 2025 angelica gonzalez initial draft