These features are only available to administrator accounts. If you are the plan owner and your plan comes with more than one username, contact Page Vault Support to be set up with an admin account.
Setting up new users
1. Log into the Page Vault Portal with your administrator account.
2. In the upper right corner is your name—click on that to access your account management menu and select “Account Admin.” You’ll be taken to the main account listing with all the users.
3. To add a new user, click on “Add User” in the upper right under the Account Admin title.
4. Fill in the user’s first name, last name, login name, and email.
NOTE: login names cannot be email addresses and are limited to 20 characters. The email you enter will be used to send the user an automated welcome email with onboarding information including instructions on how to reset their password and access the Page Vault software.
Resetting a user’s password
1. Log into the Page Vault Portal with your administrator account
2. In the upper right corner is your name—click on that to access your account management menu and select “Account Admin.” You’ll be taken to the main account listing with all the users.
3. Find the user who needs to have their password reset, and look in the 2nd to the last column of the table for the “Reset” button.
4. Once you click the “Reset” button, an email will be sent to the user at the email indicated on their account, which will walk them through resetting the password. (For security reasons, Admins do not have the ability to set passwords.)
Editing user details
1. Log into the Page Vault Portal with your administrator account
2. In the upper right corner is your name—click on that to access your account management menu and select “Account Admin.” You’ll be taken to the main account listing with all the users.
3. Click on the user you wish to edit. A popup with the user’s information will be displayed.
Make any changes to the user account you want, and then click ‘Submit’ to save.
Deleting users
1. Log into the Page Vault Portal with your administrator account
2. In the upper right corner is your name—click on that to access your account management menu and select “Account Admin.” You’ll be taken to the main account listing with all the users.
3. In the far left column of the user table is a column with the option to delete users. Click on the ‘x’ in the column of the user you would like to delete. You will be prompted to confirm that you want to delete the user (hit escape on your keyboard or click outside the prompt box to cancel).