Trust Vault Pending User Workflow Refinement

Overview

This update enhances the 'Pending User Accept Workflow' in 'Trust Vault,' optimizing the side drawer functionality for a more intuitive and efficient user experience.

Key enhancements:

• NDA selection drop-down: When accepting pending users, you can now conveniently select the appropriate 'Non-Disclosure Agreement' (NDA) from a drop-down menu, ensuring compliance and consistency.

• Expiry selection: An 'expiry date selector' has been introduced, allowing you to set the duration of a user's access to Trust Vault, providing better control over user permissions.

These improvements streamline the approval process, making it easier and faster to manage user requests while enhancing overall workflow efficiency.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.