Your Onboarding Portal
My Digital Identity Vault
How long do I have access to the customers' documentation?
As an onboarding company, you will have access to a customer's documentation for as long as legally need it. You can configure your access to reflect your retention policy. Do this by:
- Select the Connections button on the left-hand side menu.
- Search for the specific customer using their search criteria.
- Open the Connection Case specific to the service that you want to configure the retention period.
- Enter the End Date if the retention period is known. If you do not know how long you require access, please leave the end date blank.