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Everything you can do with your vault
Click-by-click guidance for Members and Vault Admins — from creating your first vault to recovering an item someone deleted last month.
How to use this guide
Start with the Summary and quick starts. Then use the role-based sections as a click-by-click reference. Admins should read the Member workflows too: an Admin can perform all Member tasks, plus the settings and access-management tasks marked Admin only.
Screen labels: This guide uses the labels visible in the application: Overview, Inventory, People, Reports, Branding, Locations, Vault security, Item types, Users, Account, and More.
Screenshot data: Screenshots show example data.
The application may be branded with a different vault name or accent color, but the navigation and workflows remain the same.