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:
Go to Practice settings, then Subscription
Under Vault, click Upgrade Plan
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.
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:
From within the client’s account, go to Business settings, then Subscription
Go to Vault and click Upgrade plan
Select the amount of bundles the client needs and click Review plan and confirm the allocation