Creating A Vault Account For New Users (Vault Admins Only)
These are the steps to create a Vault Account For New Users in Vault Professional 2023.
Log into Vault as an administrator and select Tools:Administration:Global Settings:
Select "Manage Access" and then "New" from the pop-up window and then fill in the new user's name and e-mail and select "Accounts":
Select "Vault Account" and when the window pops up, change the default user name, which will be the user's name and replace it with the Net ID:
* You can add a password here as well, but we generally leave it blank.
The next step is to assign the "Roles", "Vaults", and "Groups". Generally all users are assigned the role "Document Editor (Level 2)", the Vault assigned is always "Vault", and groups may vary. General Users are assigned "CHESS Editors", although there are occasions where a different group is assigned. (e.g. Read-Only Users, or Purchased Part Editors)
Select "OK" and then "Close" and the new user should be in the list of Users.
If you have any questions, or problems, feel free to call or e-mail Scott Hartman at 255-3659 or email@example.com.