Adding and Editing Trusted Persons

M-Files sends the trusted persons the necessary technical information related to the vault. M-Files also sends the trusted persons information about incidents that have an effect on the vault. To get these messages, it is important that the contact information is up to date.

For more information about trusted persons, see Trusted Persons.

To add or edit trusted persons:

  1. Log in to M-Files Manage at https://manage.m-files.com.
  2. In the left-side page navigation, select Vaults.
    Result:The Vaults page is opened.
  3. Select a vault name.
    Result:The vault information is shown.
  4. In Trusted person, select one of these options:
    ObjectiveInstructions
    Add a trusted person.
    1. Select + add new.
    2. Enter the trusted person's email and select Save.
    Edit a trusted person.
    1. Select the email that you want to edit.
    2. Edit the email and select whether the changes are applied to this vault or all vaults in the subscription where the email is a trusted person.
    3. Select Save.
    Remove a trusted person.
    1. Select the cross icon (X) next to the email.
    2. In the confirmation dialog that is opened, select Delete.