Per-record access

In simple words

Per-record access is part of Digi Locker. Share exactly what is needed. You do not have to do anything for it to work — this guide shows you where to see it.

Where it fits in your work — Protect. Records are encrypted and visible only to those you share them with.

Before you start

• You need to be signed in to your company's workspace. Digi Locker appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Per-record access belongs to Protection in Digi Locker. Share exactly what is needed.

How it works

1. 1

   Step 1

   Open Digi Locker

   Sign in and open the Digi Locker panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Nothing to set up

   Per-record access works on its own. Share exactly what is needed.

3. 3

   Step 3

   See it at work

   Open “Credential Vault” in the left menu — the screen on the right is where its effect shows.

Tips

• You can use more than one filter together (Ownership, Client, Account type) to see exactly the records you want.
• The search box accepts: Name, username, URL…. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Digi Locker → Nothing to set up → See it at work

What it connects to

• Legal & Documents

  Signed documents are filed here.

• Projects

  Client credentials for project work.

• Workspace

  Expiry alerts reach the right people.

What you will see on this screen

These are the parts of the Credential Vault screen, exactly as they appear in the product.

Why use Digi Locker

Digi Locker replaces password & document vault tools, on the same login and the same data.

• Credentials and documents encrypted and access-controlled
• A vault per client, kept separate
• Expiry alerts so nothing lapses by surprise
• Know exactly who opened or changed what

Who uses Digi Locker

• Administrators

  Own the company vault and its access rules.

• Account managers

  Keep each client's vault in order.

• Employees

  Use only the vaults and records shared with them.

• Management

  Watch expiries and review the activity log.

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