If you need assistance accessing the DiligenceVault platform, need to create an account, or do not have an existing DiligenceVault account and have received a forwarded project email notification from a teammate or colleague. Follow these steps to create your account and gain access to your firm account.
Step 1: Finding the Firm Admins
To get started, ask your teammate/colleague - the person who sent or forwarded you the project email notification to complete the following:
- Log in to their DiligenceVault account.
- Navigate to the bottom-left corner of the platform.
- Click on their profile avatar.
- Select "My Settings."
- Go to "My Admins," which will display a list of Firm Admins who can add you to the firm.
If they’re listed as an admin, they can invite you directly. Otherwise, they can contact one of the admins from the list, who can then extend the invitation to you.
Admins can follow these steps to invite new team members to the firm account: Invite Team Members / Request for an Account Creation
Step 2: Admin Invitation
Once an admin adds the user to the firm, they will send an invitation via email. The user will receive an email from DiligenceVault containing an activation link. The user should click on the activation link in the email to begin the account activation process.
Step 3: Activate Your Account
- Open the email you received from DiligenceVault.
- Click the activation link in the email.
- Follow these steps to activate your account: Activate Account – DiligenceVault User Manual
If you need any further assistance to create an account, please reach out to us at ask@diligencevault.com.