Vault Onboarding

eAssetVault Account Setup Support

Start with a practical vault structure for users, folders, permissions, and document categories.

Consultant helping a client set up a digital account
Service Overview

Account Setup

Account setup helps new users think through how their records should be arranged before the vault becomes crowded. The current system supports Cognito login, role foundations, client profiles, and backend-protected document actions.

  • +Create a clean starting structure for records.
  • +Align users with roles and access expectations.
  • +Prepare categories for business, personal, or family documents.
  • +Reduce confusion before bulk uploads or scanning work begins.
Who It Is For

Who benefits from account setup

Built for practical Kenyan business, institution, family, and professional record needs.

New clients moving from physical files to digital access.

Companies preparing client admin and staff access.

Families and professionals who want a guided starting structure.

How It Works

A simple, secure workflow

A clear process keeps sensitive records organized from the first conversation through ongoing access.

01

Confirm account purpose

Identify whether the vault is for business, family, or professional records.

02

Plan access

Map roles such as client admin, staff, read-only, and platform support.

03

Set structure

Create a sensible folder and category pattern for future uploads.

04

Start using the vault

Upload, review, download, and manage files through authenticated workflows.

Next Step

Set up your document vault with confidence

Create an account or contact the team for guided onboarding support.