2. Select Groups tab at the top of the Locks page.
3. To create a new Group, select +Add a New Group button and enter a name. It is recommended that you name this group the same name as your sales Team.
4. Click on the name of the Group you have just created.
5. Select +Add to Group button. NOTE: This button is different from the +Add a New Lock option. The New Lock button will prompt you to enter a brand new lock that has yet to be registered to Vault.
6. Select the checkbox at the top to gather all lockboxes within the user account, or go through to more granularly to choose individual boxes and press Save.
7. Select Users tab.
8. Select +Add to Group. NOTE: This button is different from the +Add a New User option. The New User button will prompt you to enter a brand new user that has yet to be registered to Vault.
9. Select the Filter funnel icon in the Last Name column to search for team members.
10. Locate all necessary team members that need access to the lockboxes and click Save after each one.
11. For each member to have full access to each lockbox, you will need to grant administrative access. To do this, click on each member's linked email address and select Edit.
11. Toggle the Admin access ON. The green check mark signifies this has been done successfully. Click Save.
Now, each user should have the ability to toggle within the app from their personal Vault account to the shared account for full access to all lockbox functions.