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Create and Manage Vaults

Index

Vaults are for sharing entries with users and user groups of your organization in Hub Business.

Manage Vaults

Create a Vault

  1. Go to Administration – Vaults .
  2. Click on the Add icon at the top right of the screen.
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  3. Name the vault.
    1. Optional: Write a short Description for the purpose of this vault.
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  4. Click Add to save.

Add Permissions to a vault

  1. Go to Administration – Vaults .
  2. Click the Edit pencil icon next to the vault.
  3. In the Edit tab section, click the drop-down menu next to each of the predefined Permissions to assign users and user groups or select and configure a custom role for your organization.

Click the View Roles Definition button to choose from the list. You can also visit our Roles and Permissions topic.

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  1. Click Update to save.

Edit a Vault

  1. Go to Administration – Vaults .
  2. Click the Edit pencil icon next to the vault.
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  3. Click Update to save.