Getting started: three steps to get answers from your vaults
Everything you need is already assigned — here's how to find it
As a Vault Viewer, you don't set anything up — a Vault Admin has already decided what you can see. These three steps get you from login to your first good answer.
Find the vaults you've been given
As a Viewer, you don't create anything — an Admin has already decided which vaults you can see. Your first stop is simply finding them.
Vault Viewer
An everyday user who queries vaults through the chat interface.
- Accesses the chat UI and asks questions in natural language
- Queries only the vaults a Vault Admin has assigned
- Cannot install agents, create DataSets, or manage vaults
What to check first
- Log in and look at your vault list — you'll only see vaults you've been assigned to.
- If a vault you expect isn't there, ask your Vault Admin to add you — Viewers can't add themselves.
- Each vault only surfaces documents at or below the access level you were given.
Ask questions in natural language
VaultIQ's chat reads like a conversation, not a search bar. Pick a vault, and ask what you'd ask a colleague who'd read every document in it.
Good habits
- Ask specific questions — "What's our refund policy for enterprise clients?" beats "refund policy."
- Mention a document name or date range if you're looking for something specific.
- If an answer cites a source, that's the actual document it pulled from — worth opening if it matters.
Know what you're seeing, and what you're not
Every answer is filtered to your access automatically — you'll never see a Restricted document you weren't granted. If an answer feels incomplete, that's usually why.
Before you assume something's wrong
| Question | Why it matters |
|---|---|
| Why didn't chat mention a document I know exists? | It may be Restricted and outside your access, or its vault isn't assigned to you yet. |
| Can I request access to something I can't see? | Yes — ask your Vault Admin. Access is granted per document or per vault, not automatically. |
| Does VaultIQ track what I ask? | Yes, chat queries are logged against your account for audit purposes. |
Rule of thumb
If an answer seems too thin, it's more likely a permissions gap than a wrong answer. Ask your Vault Admin before assuming VaultIQ missed something.
Your vaults, one conversation away.
Log in, pick a vault, and ask. Everything you're allowed to see is already there.