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How To Rename A Client Vault In Dashboard



If you need to update information or rename a vault, then the client section in Dashboard can help you do those things.



  1.  In Dashboard, select the Clients section on the left side.

  2. Select he " i " symbol to view and edit the client info.

  3. Select the edit client button to the left side of the client.

  4.  Update client info replacing the information in the fields.
  5.  After the update is complete, save the changes by clicking the icon on the top left under the client name.


- If the client needs to update their info so they see their name on the top right spelled correctly then the client will need to modify their name in the my info section.

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