Managing Your Users

Overview

Vault provides account management features to make it easy to administer your Vault account. This article outlines how you can manage your Vault users.

In this article: 

• Managing Your Vault Users
• How to add additional users
• How to deactivate a user account
• Related Content

Managing Your Vault Users

From the Administration section of Vault, you can view the users associated with your account. If you have the admin role privileges to do so, you can also add, edit, and modify the users associated with your account.

From the Administration page, you can access this information on the Users tabs. This tab displays a table of all the users associated with your organization. You can sort the table by name. 

The Users tab on the Administration page in Vault.

Vault currently supports four user roles, which are outlined below: 

Admin Role Permissions	User Role Permissions	Read-Only Role Permissions	Viewer Role Permissions
Create users Modify user details and roles* Create Collections Create Folders Modify Collections Modify Folders  Modify Files  Deposit content  View Reports	Create Collections Create Folders Modify Collections Modify Folders  Modify Files  Deposit content View Reports View Administration settings	View Dashboard View Collections View Folders View Files View Reports View Administration settings	View Authorized Collections* View Folders View Files
*Admin role users can edit and modify all users except their own. Any Admin who wants to make changes to their role can email [e-mail] for assistance.		Read-only role users can view all content in Vault. They are not able to deposit content or create, edit, or modify collections or files.	*Viewer role users can only view the content of the selected authorized collections in Vault. They are not able to deposit content or create, edit, or modify collections or files.

How to add additional users

When logged in to Vault, Admin role users may add additional users to their account by following these steps:

1. Click Create New User on the Users Tab. 
   • Note: This feature will only be visible to users assigned the Admin role. If you want to be made an Admin, please email [e-mail] for assistance. 
2. Add the name, email address, and username for your new user's account. 
3. Designate the new user's Role (Admin, User, Viewer, or ReadOnly) in the dropdown and click Create.
   • For Viewer users, you can select which collections you would like to authorize them to view.
     
4. An email will be automatically sent to the user’s email address with instructions on how to set the password for their new Vault user login.

How to deactivate a user account

When logged into their Vault account, Admin users may deactivate user accounts that are no longer needed by the organization by following these steps:

1. Navigate to the Admin page of your Vault account.
2. From the Users tab, click on the square at the far left side of the table to select the row of the user account you wish to deactivate.
3. Then click the ‘Edit User’ button at the top of the table.
4. In the pop-up window, navigate to the bottom, where you will see ‘Activate’ with a checked box. 
5. To deactivate the account, deselect this box and click ‘Submit’.
6. When you return to the main user table, you will see the user account is now shown in a light grey italic text with the word (deactivated) next to the user name.
   • To reactivate the user account, simply reselect the box in the pop-up window and click Submit.

Related Content

• Account Basics
• Interpreting the Vault Dashboard
• Creating Collections in Vault
• Managing Your Plan & Data Budget

Last updated April 3, 2024.