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Members

Invite others to help you manage your vault

Valise supports inviting others to help you manage your vault.

Commonly, this is helpful for inviting an assistant or gallery representative who can help you keep your data up-to-date.

Valise syncs changes between devices and users while you’re online. You should be able to see others’ updates instantly. If you’re offline, changes will be synced when you’re back online.

Basics

Roles

You can give members different levels of access to your works. There are three roles:

  • Owner. The owner has full control of the account. They can add, edit, and delete works. They can also edit vault settings, like the title, or invite and remove members.
  • Editor. An editor can add, edit, and delete works. They cannot edit vault settings or invite/remove members.
  • Viewer. A viewer can only view works. They cannot add, edit, or delete works or change settings.

Inviting someone

To invite someone to your vault, open the Member settings for your team. Then, press the Invite button.

Accepting an Invitation

When you invite someone, they will receive an email with a link to accept the invitation. They’ll need to create a Valise account if they don’t already have one. Once they accept the invitation, they will be able to access your works.

Revoke someone’s access

To revoke a member’s access, you can “suspend” their account. This prevents them from accessing your Valise.

To suspend a member’s access, open the Member settings. Then, press the Suspend… button next to the member you want to remove.

If you later decide to restore their access, you can press the “Show (number) suspended members” button at the bottom of the Member settings. Then, press the Restore button next to the member you want to restore. This will immediately restore their access, but will not notify them via email.

Have more questions?

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