Change a password, activate 2-Factor Authentication and add a signature as an individual user 

Contents:

• Video Tutorial
• Take me through LIVE
• Step by step

Step by step

1. Go into Settings/My Settings > Update My Settings

My Settings tab

Here you are able to set the lock/unlocked settings of the menu and navigation bar (Universal search bar). You also have the option to set the default calendar view (Day, Week, Month or List), including the option to set the default calendar colour coding. More information on the calendar can be found via the Managing Your Calendar knowledge article.

My Password tab

Here you are able to reset your current password, including the ability to set up 2FA (Two Factor Authentication) for your account. 

My Signature tab

Here you can create a digital signature that can be populated within your letter and email templates within Vault.

It may be easier to create your signature on a tablet or mobile device, which can be done within the Vault mobile application following the below steps: 

1. log in to the Vault application on your tablet or mobile device 

2. Tap on your profile in the top right-hand corner > tap Edit Profile

4. From here you can then Tap Here to update signature 

5. Once added, tap on Save to update your digital signature

My Alert Subscriptions tab

Here you are able to subscribe to alerts across Sales, Lease and Admin. Once subscribed, you will be notified of these events via the messageboard (Outlined below) and the vault mobile application.

In order to subscribe to Admin alerts, the user will require System Admin access. More information on access settings can be found via the User Management Settings knowledge article.