Start on your main Vault Membership Page
Add a people record
Scroll down to People section
Click -> Manage People
Click -> +Add
Fields that are needed:
First Name
Last Name
Title
Personal Email Address - Add the persons [name@work] email in this field
You can also add Socials links at this time but they are not necessary
Everything else needed will be added by the Vault Client Service team, if there is any further information needed we will contact you or your company.
When the necessary fields have been added
Click ->Add Person
Click -> Done
Please Note: Once you add the person, a notification is then sent to the Vault team to verify and make record public. Please give this about 24hrs to fully process.
Remove a person from the roster
Scroll down to People section
Click -> Manage People
Roll over the people record you want to remove
Click -> Trash Can - top right corner
It will disappear from the roster
Click -> Done
Please Note: Once you remove this record, a notification is then sent to the Vault team to verify and remove completely. Please give this about 24hrs to fully process.