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Vault Settings

Configure and customize your vault

Manage vault settings including storage, notifications, access control, and advanced features.

Access Vault Settings​

  1. Log in to app.torvussecurity.com
  2. Navigate to Vaults
  3. Select your vault
  4. Click "Settings" tab

General Settings​

Vault Information​

Vault Name:

  • Update vault name anytime
  • Must be unique across your vaults
  • Visible to recipients when vault is released

Description:

  • Brief description of vault contents
  • Helps recipients understand vault purpose
  • Visible to vault members and recipients

Tags:

  • Organize vaults with tags
  • Multiple tags supported
  • Use for filtering and searching

Update Example:

Name: Personal Documents 2025
Description: Updated personal vault with latest documents
Tags: personal, family, important

Storage Settings​

Storage Usage:

  • View current storage used
  • Monitor storage limit
  • See storage breakdown by file type

Storage Limits by Plan:

PlanStorage Limit
Free5 GB
Standard25 GB per vault
Professional100 GB per vault
EnterpriseCustom (up to 10 TB)

Storage Alerts:

  • ✅ Notify at 80% capacity
  • ✅ Notify at 90% capacity
  • ✅ Notify at 100% capacity (uploads blocked)

Manage Storage:

  1. Review large files: Settings → Storage → Large Files
  2. Delete unnecessary documents
  3. Compress files before upload
  4. Upgrade plan for more storage

Notification Settings​

Email Notifications​

Check-in Reminders:

  • ✅ Enable email reminders (recommended)
  • Configure reminder timing (3 days before, 1 day before, day of)
  • Set reminder frequency

Policy Notifications:

  • ✅ Policy created/updated
  • ✅ Policy triggered
  • ✅ Grace period started
  • ✅ Vault released to recipients

Document Notifications:

  • ✅ Document uploaded by vault member
  • ✅ Document deleted
  • ✅ Storage limit approaching

Recipient Notifications:

  • ✅ Recipient added
  • ✅ Recipient removed
  • ✅ Recipient verified identity

SMS Notifications​

Requirements:

  • Add phone number to profile
  • Verify phone number
  • Professional/Enterprise plan

Available SMS Notifications:

  • Check-in reminders
  • Grace period alerts (urgent)
  • Emergency release confirmations

Configuration:

  1. Navigate to Settings → SMS
  2. Add phone number
  3. Verify with code
  4. Enable SMS notifications

Push Notifications​

Requirements:

  • Torvus mobile app installed
  • Notifications enabled in app settings

Available Push Notifications:

  • Check-in reminders
  • Document uploads
  • Policy triggers
  • Grace period alerts

Configuration:

  1. Install mobile app
  2. Enable notifications in app
  3. Notifications automatically configured

Access Control​

Vault Members​

Add Vault Members: Collaborate with others in real-time.

  1. Navigate to Settings → Members
  2. Click "Add Member"
  3. Enter email address
  4. Select permission level:
    • Viewer: Read-only access
    • Operator: View and upload
    • Admin: Full access (except vault deletion)

Member List:

  • View all vault members
  • See permission levels
  • View last active date
  • Remove members

Member Permissions Matrix:

ActionViewerOperatorAdminOwner
View documents✅✅✅✅
Download documents✅✅✅✅
Upload documents❌✅✅✅
Delete documents❌❌✅✅
Add recipients❌❌✅✅
Configure policies❌❌✅✅
Manage members❌❌✅✅
Modify settings❌❌✅✅
Delete vault❌❌❌✅

Sharing Settings​

Vault Visibility:

  • Private (default): Only owner, members, and recipients
  • Shared: Visible to invited users
  • Organization (Enterprise): Visible to all organization members

Access Links (Professional/Enterprise):

  • Generate temporary access links
  • Set expiration (1 hour to 30 days)
  • Limit download count
  • Revoke anytime

Advanced Settings​

Version Control (Professional)​

Enable Document Versioning:

  • Keep multiple versions of same document
  • Restore previous versions
  • View version history

Configuration:

  1. Navigate to Settings → Advanced → Versioning
  2. Enable versioning
  3. Set version limit (5, 10, unlimited)
  4. Choose version retention (30 days, 90 days, forever)

Version Limits:

  • Professional: 10 versions per document
  • Enterprise: Unlimited versions

Folder Organization (Professional)​

Enable Folder Structure:

  • Organize documents in folders
  • Create nested folders (up to 5 levels)
  • Move documents between folders

Best Practices:

📁 Vault Name
  📁 Legal
    📄 Will.pdf
    📄 Power_of_Attorney.pdf
  📁 Financial
    📁 Tax_Returns
      📄 2023_Tax_Return.pdf
      📄 2024_Tax_Return.pdf
    📁 Insurance
      📄 Life_Insurance.pdf
  📁 Medical
    📄 Medical_Directive.pdf

Encryption Settings (Enterprise)​

Custom Encryption Keys:

  • Bring Your Own Key (BYOK)
  • Hardware Security Module (HSM) integration
  • Custom key rotation schedule

Configuration: Contact Enterprise support

Audit Logging (Professional/Enterprise)​

Enable Detailed Audit Logs:

  • Track all vault activity
  • Export logs as CSV
  • Integrate with SIEM systems

Logged Activities:

  • Document access (view, download)
  • Document modifications (upload, delete, update)
  • Member activity
  • Policy changes
  • Settings changes
  • Check-ins

Access Logs:

  1. Navigate to Settings → Audit Logs
  2. Filter by date, user, action
  3. Export logs (CSV, JSON)

Danger Zone​

Transfer Ownership​

Transfer vault to another user:

Warning: You will lose owner privileges.

Process:

  1. Navigate to Settings → Danger Zone → Transfer Ownership
  2. Enter new owner's email
  3. New owner receives invitation
  4. New owner accepts transfer
  5. Ownership transferred

Use Cases:

  • Transitioning role to colleague
  • Estate planning (while alive)
  • Organization changes

Archive Vault​

Archive inactive vault:

  • Vault becomes read-only
  • Check-ins paused
  • Policies paused
  • Storage still counts toward limit

Benefits:

  • Preserve vault without active maintenance
  • Reduce clutter in vault list
  • Can be unarchived anytime

Process:

  1. Navigate to Settings → Danger Zone → Archive Vault
  2. Confirm archive
  3. Vault moved to "Archived" section

Delete Vault​

Permanently delete vault and all contents:

Warning: This action is irreversible. All documents, recipients, policies, and settings will be permanently deleted.

Requirements:

  • Must be vault owner
  • 2FA verification required
  • Confirmation code sent to email

Process:

  1. Navigate to Settings → Danger Zone → Delete Vault
  2. Type vault name to confirm
  3. Complete 2FA verification
  4. Enter confirmation code from email
  5. Click "Permanently Delete Vault"

What Gets Deleted:

  • All documents (cannot be recovered)
  • All recipients (removed from vault)
  • All policies (deactivated)
  • All vault members (access revoked)
  • All audit logs (deleted)
  • Vault metadata

What Happens to Recipients:

  • Recipients lose access (if vault was already released)
  • Recipients notified of vault deletion

Integration Settings (Enterprise)​

API Access​

Enable API Access:

  1. Navigate to Settings → Integrations → API
  2. Generate API key
  3. Configure permissions (Read, Write, Delete)
  4. Set IP whitelist (optional)

API Key Management:

  • View API key usage
  • Rotate API keys
  • Revoke API keys
  • Set expiration

Webhooks​

Configure Webhooks: Receive real-time notifications of vault events.

Available Events:

  • Document uploaded
  • Document deleted
  • Policy triggered
  • Vault released
  • Check-in completed
  • Check-in missed

Setup:

  1. Navigate to Settings → Integrations → Webhooks
  2. Add webhook URL
  3. Select events to monitor
  4. Configure secret for signature verification
  5. Test webhook

SSO Integration (Enterprise)​

Single Sign-On:

  • SAML 2.0
  • OAuth 2.0
  • Active Directory
  • Okta, Azure AD, Google Workspace

Configuration: Contact Enterprise support

Backup & Export​

Export Vault Contents​

Export all vault contents:

  1. Navigate to Settings → Backup & Export
  2. Click "Export Vault"
  3. Select export format:
    • ZIP: All documents + metadata.json
    • JSON: Metadata only
    • CSV: Document list

Export Contents:

  • All documents (original files)
  • Metadata (names, tags, descriptions, timestamps)
  • Recipient list
  • Policy configurations
  • Audit logs (Professional/Enterprise)

Download: Large exports may take several minutes to generate

Automated Backups (Enterprise)​

Schedule automated exports:

  • Daily, weekly, or monthly
  • Sent to S3, Google Cloud Storage, or Azure Blob
  • Encrypted exports

Configuration: Contact Enterprise support

Troubleshooting​

Cannot Change Settings​

Possible Causes:

  • Insufficient permissions (not Admin or Owner)
  • Vault archived
  • Account suspended

Solutions:

  • Check your role (Settings → Members)
  • Unarchive vault if archived
  • Contact support if account issue

Storage Limit Exceeded​

Problem: Cannot upload more documents

Solutions:

  1. Delete unnecessary documents
  2. Compress files before upload
  3. Upgrade plan for more storage
  4. Move some documents to different vault

Notifications Not Received​

Problem: Not receiving email/SMS notifications

Solutions:

  1. Check notification settings (Settings → Notifications)
  2. Verify email/phone number in profile
  3. Check spam folder
  4. Whitelist @torvussecurity.com domain
  5. Test notifications (Settings → Notifications → Send Test)

Next Steps​

Last Updated: October 7, 2025