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Managing a Vault Plan

Updated this week

Upgrade practice and client access to Vault.

Managing your Vault plan is done in two steps, upgrading the plan, then assigning bundles to the relevant clients.

You must be an Admin user to manage the vault plan for a Dext account.


Upgrading your Vault Plan

To upgrade your vault plan:

  1. Go to Practice settings, then Subscription

  2. Under Vault, click Upgrade Plan

  3. Select the number of bundles you wish to purchase, these bundles will then be available to be assigned to your clients once purchased. When ready click Review Upgrade.

  4. Review the proposed change to your plan and when ready, click Upgrade.


Allocating Bundles to Clients

To allocate a purchased bundle to a client account:

  1. From within the client’s account, go to Business settings, then Subscription

  2. Go to Vault and click Upgrade plan

  3. Select the amount of bundles the client needs and click Review plan and confirm the allocation

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