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:

  1. Defining the default values
    1. Default currency
    2. Default time zone
  2. Defining company settings
    1. Reviewing the names
    2. Setting the company image
    3. Defining notification settings (1)
  3. User management
    1. Setting up 2FA Authentication
      1. Connecting an authenticator to the owner account
    2. Adding additional users to the vault
    3. Defining user roles
  4. Connection management
    1. Reviewing incoming invitations
    2. Sending out connection requests to existing vaults

(1) It is recommended to turn on e-mail notifications.