How do I turn the Vault on or off for a client?
Use the per-client Vault feature toggle to show or hide the Vault tab in the client app, and see how team libraries affect access.
Every client has a Vault feature toggle in their profile settings. It controls whether the Vault tab appears in the client app for that client. It's on by default, so most coaches never need to touch it.
The toggle is on the web dashboard, in the client's profile settings.
Turn the Vault off for a client
- Open the client's profile and go to their settings.
- Find the feature controls and locate Vault — its description line reads "Shared files & resources".
- Switch it off. OndefaultOff
Turning it off hides the Vault tab in that client's app entirely. Turn it back on and the tab reappears with everything you've shared still in place.
The Vault tab is also hidden while a client's account is archived, regardless of the toggle.
Set the Vault feature in an onboarding flow
An onboarding flow's Enabled Features card includes a Vault toggle, alongside Habits and Community in the Content group. All the flow's toggles default to on, and any toggle a flow doesn't set counts as on. The flow applies them to the client's account the moment they join.
A flow runs once at join, so changing a flow's toggles only affects clients who join afterwards.
Cards for a feature the flow has switched off dim with an "off" pill, but you can still add content to them. The content simply belongs to a feature the flow disables.
Control who on your team can see and share vault content
Vault content belongs to the workspace, so your team can work from one shared library. What a team member sees depends on their team role:
| Who | What they see and can share |
|---|---|
| Head coach, and team members with the Admin role | The whole workspace library across all vault pages; can share with any client |
| Team members with the Sub-Coach role | Only the resources, tags, and collections they created themselves; can share only with clients assigned to them |
Quick answers
My client says their Vault tab is missing — why?
Two possibilities: the Vault feature toggle in their profile is off, or their account is archived. Turn the toggle back on, or reactivate the account, and the tab reappears.