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Complete Onboarding Tutorial

Comprehensive setup guide for new users

This detailed tutorial walks you through every step of setting up Torvus Security, from account creation to your first complete vault configuration.

Overview​

What You'll Accomplish:

  • ✅ Create and verify account
  • ✅ Enable two-factor authentication
  • ✅ Create your first vault
  • ✅ Upload sample documents
  • ✅ Add recipients
  • ✅ Configure release policy
  • ✅ Complete first check-in

Time Required: 20-30 minutes

Step 1: Create Account​

Sign Up​

  1. Navigate to app.torvussecurity.com/signup
  2. Enter your information:
    • Email: Your primary email address
    • Password: Create strong password (12+ characters)
    • Name: Your full name
  3. Accept Terms of Service and Privacy Policy
  4. Click "Create Account"

Verify Email​

  1. Check your email inbox
  2. Find email from Torvus Security
  3. Click verification link
  4. Return to Torvus Security

Step 2: Enable Two-Factor Authentication​

Why Required: 2FA protects your vault even if password is compromised.

Choose 2FA Method​

Recommended: Authenticator App (Authy, Google Authenticator)

Alternative: SMS (text messages)

Setup Authenticator App​

  1. Download authenticator app:

    • iOS: Authy or Google Authenticator from App Store
    • Android: Authy or Google Authenticator from Play Store

  2. In Torvus Security:

    • Navigate to Settings → Security → Two-Factor Authentication
    • Select "Authenticator App"
    • Scan QR code with authenticator app

  3. Enter 6-digit code from app

  4. Click "Verify"

Save Backup Codes​

  1. Click "Generate Backup Codes"
  2. Download or print backup codes
  3. Store securely (NOT in Torvus vault)
  4. Click "I've Saved My Backup Codes"

Important: Backup codes let you access account if you lose 2FA device.

Step 3: Create Your First Vault​

Start Vault Creation​

  1. From dashboard, click "Create Vault"
  2. Or: Sidebar → Vaults → "Create New Vault"

Enter Vault Information​

Vault Name: "Personal Documents" (or choose your own)

Description:

Important family documents including insurance policies,
financial accounts, and important contacts.

Tags: personal, family, important

Click "Create Vault"

Result: Your vault is now created!

Step 4: Upload Sample Documents​

Prepare Documents​

For this tutorial, upload 2-3 documents:

  • PDF of important document (insurance policy, will, etc.)
  • Photo of ID or important item
  • Text file with account information

Upload Process​

  1. In your vault, click "Upload Document"
  2. Select files from your computer (or drag and drop)
  3. For each file, add:
    • Tags: Descriptive tags (e.g., insurance, legal, id)
    • Description: Brief explanation

Example:

Filename: Life_Insurance.pdf
Tags: insurance, legal, important
Description: Life insurance policy with Acme Insurance,
policy #123456, $500K coverage
  1. Click "Upload"
  2. Wait for upload to complete
  3. Verify files appear in document list

Step 5: Add Recipients​

Choose Recipients​

For this tutorial, add 1-3 recipients:

  • Primary: Spouse or closest family member
  • Secondary: Adult child or sibling
  • Tertiary (optional): Attorney or trusted friend

Add First Recipient​

  1. Click "Recipients" tab
  2. Click "Add Recipient"
  3. Enter information:
Name: Jane Doe
Email: jane@example.com
Phone: +1 234-567-8900 (optional)
Relationship: Spouse
Permission: Admin

  1. Notification preferences:

    • ✅ Email notifications
    • ✅ SMS notifications (if phone number provided)

  2. Personal message (optional):

This vault contains important family documents.
Please coordinate with our attorney if you receive access.
  1. Click "Add Recipient"

Add Additional Recipients​

Repeat process for secondary and tertiary recipients.

Recommended Permissions:

  • Spouse/Partner: Admin
  • Children: Operator
  • Attorney/Advisor: Viewer

Step 6: Configure Release Policy​

Choose Policy Type​

For your first vault, we recommend Inactivity Policy (most common).

Create Inactivity Policy​

  1. Click "Policies" tab
  2. Click "Add Policy"
  3. Select "Inactivity Policy"

Configure Policy Settings​

Check-in Frequency: Monthly (recommended for beginners)

Grace Period: 72 hours (maximum for Professional plan)

Check-in Methods:

  • ✅ Email
  • ✅ Mobile app (if installed)
  • ✅ SMS (if phone number configured)

Notification Reminders:

  • ✅ 3 days before check-in due
  • ✅ 1 day before check-in due
  • ✅ Day of check-in
  • ✅ Grace period alerts (urgent)

Recipients: Select all recipients you added

Activate Policy​

  1. Review configuration
  2. Click "Activate Policy"
  3. Policy is now active!

Important: Your first check-in is due in 30 days.

Step 7: Complete First Check-in​

Establish Baseline​

Immediately after activating policy, complete your first check-in:

  1. Navigate to Policies tab
  2. Find your inactivity policy
  3. Click "Check In Now"
  4. Confirm check-in

Result:

  • ✅ Check-in completed
  • ✅ Next check-in scheduled (30 days from now)
  • ✅ Baseline established

Step 8: Configure Notification Preferences​

Email Notifications​

  1. Navigate to Settings → Notifications
  2. Enable recommended notifications:
    • ✅ Check-in reminders
    • ✅ Policy notifications
    • ✅ Document notifications (vault members)
    • ✅ Recipient notifications

Mobile App (Optional)​

  1. Download Torvus Security app:

    • iOS: App Store
    • Android: Google Play

  2. Log in with your credentials

  3. Enable push notifications

  4. Enable biometric authentication (Face ID / Touch ID / Fingerprint)

Benefits:

  • One-tap check-ins
  • Push notification reminders
  • Offline document viewing

Step 9: Review Your Setup​

Verification Checklist​

  • Account created and email verified
  • Two-factor authentication enabled
  • Backup codes saved securely
  • Vault created with descriptive name
  • 2-3 documents uploaded
  • At least 1 recipient added
  • Inactivity policy configured and activated
  • First check-in completed
  • Notification preferences configured
  • Mobile app installed (optional)

Test Your Setup​

  1. Log out of Torvus Security
  2. Log back in (test 2FA)
  3. Navigate to your vault
  4. Verify all documents visible
  5. Check policy status (should be "Active")
  6. Verify next check-in date

What's Next?​

Immediate Actions​

  1. Set Calendar Reminder: Add check-in due date to your calendar
  2. Inform Recipients: Email recipients that you've added them
  3. Add More Documents: Upload additional important files
  4. Explore Settings: Familiarize yourself with vault settings

Within First Week​

  1. Review Security Settings: Verify 2FA, password strength
  2. Add Emergency Release: Configure manual release policy
  3. Organize Documents: Add tags and descriptions
  4. Test Mobile App: Practice checking in via app

Within First Month​

  1. Complete First Check-in: When reminder arrives (don't wait until due date!)
  2. Review Recipients: Verify recipient information is correct
  3. Add More Recipients: Consider adding backup recipients
  4. Export Vault: Create offline backup

Common First-Time Questions​

"How often should I check in?"​

Answer: Monthly is most common and sustainable. Weekly or biweekly for high-security needs. Daily only for specific high-risk situations.

"What if I forget to check in?"​

Answer: You have a grace period (24-72 hours depending on plan) after missed check-in. During grace period, you'll receive urgent reminders. Complete check-in anytime during grace period to cancel release.

"Should I tell recipients I added them?"​

Answer: Yes! Recipients should know:

  • You've added them to your vault
  • What the vault contains
  • When they'll receive access (your policies)
  • What to do when notified

"What documents should I upload?"​

Answer: Upload truly important documents:

  • Legal (will, power of attorney, deed)
  • Financial (insurance, account info, tax returns)
  • Identity (passport, birth certificate)
  • Digital assets (cryptocurrency keys, important passwords)

Don't use as general cloud storage.

"How many recipients should I have?"​

Answer: Minimum 2-3 recipients recommended:

  • Primary (spouse/partner)
  • Secondary (child/sibling)
  • Tertiary (attorney/advisor)

Multiple recipients provide redundancy if primary unavailable.

"Can I change settings later?"​

Answer: Yes! All settings can be changed:

  • Vault name and description
  • Recipients (add, remove, change permissions)
  • Policies (frequency, grace period, recipients)
  • Notification preferences

Troubleshooting​

Cannot Verify Email​

Problem: Verification email not received

Solutions:

  1. Check spam folder
  2. Wait 5-10 minutes (emails may be delayed)
  3. Click "Resend Verification Email"
  4. Check email address for typos
  5. Try different email address

2FA Setup Fails​

Problem: Cannot scan QR code or codes don't work

Solutions:

  1. Ensure system time correct on phone
  2. Try manual entry instead of QR scan
  3. Use different authenticator app
  4. Try SMS 2FA instead

Upload Fails​

Problem: Cannot upload documents

Solutions:

  1. Check file size (max 100 MB on Free plan)
  2. Check internet connection
  3. Try different browser (Chrome, Firefox recommended)
  4. Try smaller files first
  5. Disable VPN temporarily

Cannot Add Recipient​

Problem: Error when adding recipient

Solutions:

  1. Check plan recipient limit (Free: 3, Standard: 10)
  2. Verify email address correct
  3. Check recipient not already added
  4. Try logging out and back in

Additional Resources​

Documentation​

Support​

  • Email: support@torvussecurity.com
  • Response Time: 24-48 hours (Free/Standard), 12-24 hours (Professional), 2-4 hours (Enterprise)

Community​

Congratulations!​

You've completed the onboarding tutorial and set up your first secure vault. Your important documents are now protected with automated release policies.

Remember:

  • ✅ Check in monthly (or your chosen frequency)
  • ✅ Review vault contents quarterly
  • ✅ Update recipients if relationships change
  • ✅ Test your setup annually

Welcome to Torvus Security!

Last Updated: October 7, 2025