How to create & manage SecureSafe Exchanges?

Overview

SecureSafe Exchange users who have the Client Advisor role can create and manage SecureSafe Exchanges within the SecureExchange platform.

This article outlines the steps to create and manage a SecureSafe Exchange.

Create a SecureSafe Exchange

Follow these steps: 

1. Login to SecureSafe Exchange 

2. Click on the + icon to create a new exchange 

   

3. Fill in the exchange details (name, description, folders, client info)

    
   
   

   
   

4. Click Create -> confirmation screen appears

   

Manage a SecureSafe Exchange

Follow these steps: 

1. Click Manage from the dashboard
2. Search for and open an existing exchange by clicking on an exchange row
3. Open the detailed view of the exchange