What's the difference between a recipient & a delegate?

Created by IronClad Family Support, Modified on Wed, Sep 6, 2023 at 5:49 PM by IronClad Family Support

A recipient is someone who is designated by you to receive the information you opted to store inside your vaults sometime in the future. They need not even be aware of your intent to share that information with them. As long as you include their email and/phone number, assigned them to a vault and set what delivery method will trigger sending that information to them, then you are all set.

A delegate on the hand, is someone who is aware of what you are working on. and whom you invite to work with you on setting up your vaults. your files upload and who gets what. For that, they have a free account to the IronClad Family platform but can only see your vaults and can edit them as you work with them on that collaboration You can always remove and re-add that access.

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