Approve a Team Member Access to DiligenceVault

How does account approval work when a new user joins a firm?

When an investor adds a new contact to a manager firm, the user must first complete the account activation process before accessing DiligenceVault.

After account activation:

• An Admin of the manager firm will receive an email notification informing them that a team member has requested to join the firm account.
• The user's account status will remain Pending Approval until an Admin reviews and approves the request.
• Once approved, the user will be able to access DiligenceVault.

Please Note: If your firm has configured domain whitelisting, users with an approved email domain will be automatically approved without requiring manual Admin approval.

How can Admins approve a pending user request?

Admins can approve a pending user request in either of the following ways:

Option 1: Approve directly from the email notification

1. Open the approval email received from DiligenceVault.
2. Click the Approve button in the email.
3. The user's access will be approved.

Option 2: Approve from within the DiligenceVault platform

1. Navigate to Users & Teams.
2. Select the Pending Approval view.
3. Locate the user whose request you want to review.
4. Click the check mark icon to approve the user's access.
5. If the user should not be granted access, click the trash can icon to remove the request.

How can I contact my Firm Admins if my account is pending approval?

If your account is pending approval and you want to follow up with your Firm Admins for quicker approval or check if there are any blockers, you can find their details in the approval notification email.

1. Check your email inbox for the account approval notification sent from notification@diligencevault.com.
2. Look for the email with the subject line:
   "YOUR USER NAME" is requesting to join "YOUR FIRM NAME" Please approve.
3. The email is sent to all Firm Admins, with you included in CC.
4. Use the recipients of this email to identify the Firm Admins and contact them directly for approval or additional information.

Note: Only Firm Admins can approve pending account requests. Once your request is approved, you will be able to access your DiligenceVault account.