Topic: Administrator Accounts

Creating and managing account users

Important!
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 user names

  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 name and then create a username.
    Important notes on usernames
    • Usernames cannot be email addresses. Our standard naming convention is firmname-username, but you can use any system that works for you.
    • Usernames are limited to 20 characters.
  5. Enter their email address. This email will be used to send the person an automated email with instructions on how to download the Page Vault Launcher and how to use the system.
  6. Enter a temporary password. Also in the initial email, the user will be instructed to reset their password the first time they log in, so you will not know their password once they have accessed their account.
  7. Click ‘Submit’ to create the account. You can now see the new user in your admin area and manage the user account.

Edit 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. 
  4. Make any changes to the user account you want, and then click ‘Submit’ to save.

Delete user

  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.
  4. 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).

Reset 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 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 user account and walk the user through resetting the password. (For security reasons, Admins do not have the ability to set passwords after initially creating the account.)

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