Account Setup
The initial steps to get a vault up and running are described here.
Initial set up for a vault can be grouped in the following way:
- Defining the default values
- Default currency
- Default time zone
- Defining company settings
- Reviewing the names
- Setting the company image
- Defining notification settings (1)
- User management
- Setting up 2FA Authentication
- Adding additional users to the vault
- Defining user roles
- Connection management
- Reviewing incoming invitations
- Sending out connection requests to existing vaults
(1) It is recommended to turn on e-mail notifications.
Updated 9 months ago