Summary & quick starts
Key features at a glance
- One secure account can belong to one or many vaults, with a different Member or Admin role in each vault.
- A private Overview summarizes item count, estimated value, common locations, coverage alerts, live gold/silver pricing, and recent movement.
- Inventory supports item codes, categories and subtypes, value and currency, serial number, dates, notes, beneficiaries, photos, PDFs, materials, insurance, warranty, and a complete movement timeline.
- Members can create and maintain items, record single or bulk item movements, manage people, and run reports.
- Admins add vault configuration and access controls: branding, locations, item types, users, mandatory MFA status, inactivity policy, and default currency.
- MFA is account-global and mandatory for vault access. Recovery codes provide a backup sign-in path.
- Sensitive fields and uploaded files are encrypted at rest; vault access is isolated by membership and database row-level controls.
- The mobile layout keeps Overview, Inventory, Add, and More fixed at the bottom for fast capture on a phone.
Role summary
| Capability | Member | Vault Admin |
|---|---|---|
| Overview, Inventory, People, Reports | Yes | Yes |
| Create/edit items; photos/docs; materials; insurance/warranty | Yes | Yes |
| Check items in/out; bulk movement | Yes | Yes |
| Mark inactive, gift, or soft-delete an individual item | Yes | Yes |
| View Deleted items; restore or permanently purge; bulk delete | No | Yes |
| Branding, Locations, Vault security, Item types, Users | No | Yes |
| Invite users; change roles; reset password/MFA; deactivate access | No | Yes |
| Switch among other vault memberships | Yes | Yes |
Quick start: add your first item
- Open your vault and choose Add Item on Overview, or Inventory > New item.
- Enter the item name. Choose a location and type if available.
- Add value, currency, serial number, dates, description, private notes, and a person if useful.
- Choose Create item. From the item page, add photos, a PDF, materials, insurance, or warranty.
Quick start: find and move an item
- Choose Inventory. Search by name or item code, then narrow by type, location, or status.
- Open the item and choose Move item.
- Select Move in or Move out, choose the destination, add an optional reason, and choose Record movement.
- Return to the item to see the new location and its movement in History.
Quick start: invite someone (Admin)
- Open Settings > Users and scroll to Invite a user.
- Enter the email, choose Member or Admin, and choose Send invitation.
- Give the one-time security code to the invitee through a different channel from the email.
- Use Pending invitations to resend a new link/code or revoke the invitation. The link expires after 30 days.
Quick start: switch vaults
- From inside a vault, choose Account in the upper-right corner.
- Under Switch vault, choose the vault you want. Only active memberships appear.
- Confirm the vault name and role badge. Your role can be Admin in one vault and Member in another.
- On mobile, choose More and select the other vault under Switch vault.