From your home screen click on the Vault icon on the left Navigation Bar:
Click on “Add New” button in the top right corner and select “ Vault”
Select what type of Vault you would like to create
Personal Vault - Create this vault for items of which you are sole owner
Shared Vault - Create this vault for items which are jointly owned by you and another person in your network
Entity Vault - Create this vault for Companies, Trusts and Charitable Organizations that you want to manage in Kinnect
Select Vault type you want to create and click Continue
Regardless of the types of Vault you want to create, the 1st step is to Name the Vault and click Continue
Personal Vault Upon naming the new Personal Vault, you will be prompted to add Vault Admins.
The Admin setting enables a contact to have "full view and edit/add" capabilities to the information in your Vault.
If you do not want to add an Admin, simply click "I don't want to add Admin" and click "Save" and the new Personal Vault is created.
If you want to add an Admin, please see:
Adding a Shared Vault or an Entity Vault
The steps to add a Shared Vault or an Entity Vault are the same. If you are adding one of these, you will be prompted to:
Search Connections - enables you to share the Vault with an existing connection within your Network
Add New User - enables you to add a new connection to your Network with whom you want to share the Vault. This will also set up a Guardian account for the new connection
Search for Existing Users - enables you to share the Vault with a connection that has a Kinnect account, but is not currently a connection in your Network.
Connections will be added as a Managing Member to the Vault, which provides read/write/edit/delete capabilities to all information in the Vault.
Search Connections - will enable you to share the vault with an existing connection. Click inside "Search Connection" and a list of the connections in your Network will appear in a drop down menu - Click on the connection you want to add and click 'Invite"
The New User will appear as “Managing Member” of the Vault. Click Continue.
You will then have the option to add an Admin to the Vault. The Admin setting enables a contact to have "full view and edit/add" capabilities to the information in your Vault.
If you do not want to add an Admin, simply click the "I don't want to add Admin" box and hit Save.
If you want to add an Admin - Please see
Add New User
Click on Add New User
Enter the Name and the person's relationship, then click Save
The new user will show as a Managing Member of the Vault - NOTE - A Guardian account is created in your Network when you Add New Users - See What is a Guardian Account for more information.
Click Continue
You will then have the option to add an Admin to the Vault. The Admin setting enables a contact to have "full view and edit/add" capabilities to the information in your Vault.
If you do not want to add an Admin, simply click the "I don't want to add Admin" box and hit Save.
If you want to add an Admin - Please see
Search Existing Users will search for existing users in Kinnect that are not already part of your Network.
After you click on Search Existing Users, enter the name or email address of the person you would like to add to the Vault into the search box and select
Add their relationship and hit Send Request. They will receive a notification on their home page that you have shared a Vault with the.
You will then have the option to add an Admin to the Vault. The Admin setting enables a contact to have "full view and edit/add" capabilities to the information in your Vault.
If you do not want to add an Admin, simply click the "I don't want to add Admin" box and hit Save.
If you want to add an Admin - Please see
HOW TO ADD AN ADMIN TO A NEW VAULT
How to add an Admin to a Vault
There are 3 ways to add Admins to a Vault:
Search Connections - enables you to share the Vault with an existing connection within your Network
Add New User - enables you to add a new connection to your Network with whom you want to share the Vault. This will also set up a Guardian account for the new connection
Search for Existing Users - enables you to share the Vault with a connection that has a Kinnect account, but is not currently a connection in your Network.
Search Connections: Click inside 'Search connections" and a drop down menu will present a list of connections in your Network. Click on the connection you want to include as an Admin to the Vault
The connection has been added as an Admin - click Save and the new Vault is added.
Add New User Click on Add New User and enter requested information and click Save
The new user has been added as Admin - click Save and the new Vault is added. NOTE The new user has been added to your Network and a Guardian account is created. See Guardian Account for more information
Search Existing Users will search for existing users in Kinnect that are not already part of your Network.
You are able to search by the user's name or email address.
A request is sent to the user and the Vault is created.
