Introduction
Safe4 offers the capability for any organisation to deliver information securely to any internal or external party, instantly over the internet, and allow permanent subsequent access to such information without compromising the organisation’s mission critical systems and databases. It enhances communication, reduces cost and improves security, as well as radically reducing carbon emissions.
How the Safe4 System works
When an organisation needs to deliver important information to a client, employee, contractor or any other party, it can be uploaded over a secure internet connection to a secure vault that only the providing organisation and its designated recipients can access. The Safe4 vault automatically notifies the recipient when information has been delivered and is available for them to download or view. Information can be stored in Safe4 vaults as documents, or in structured format in columns and rows, similar to spreadsheets or simple databases.
The information is stored securely within a folder structure that the provider can define, similar to Windows Explorer, and which is fully backed up and always accessible over encrypted internet connections for authorised users only.
The recipient can access the information directly through the Safe4 secure online portal. Authentication based on Username, Password and 2-Factor Authentication applies, and all actions are logged for audit and reporting purposes. Importantly, the recipient does not need to have access to the provider’s business applications. Safe4 also offers a comprehensive Application Programming Interface, so that other business applications can make use of the system’s highly secure information storage and delivery facilities.
Providers, Client Vaults and Users
The three main elements of the Safe4 approach are:-
- A Provider who supplies the Safe4 service to its clients, or other parties with whom it interacts. A Provider may be a professional practitioner – an accountant, a lawyer, an IFA, a medical practitioner – or a business that regularly provides important information to a client, supplier, agent or employee. Typically the Provider sets up a vault for each participating party or project, and then delivers and stores all important information in the vault for those parties to access securely online.
- A Client Vault, which is made available by the Provider to a client or other recipient party, may have a standardised folder structure so that documents can be stored and accessed consistently. Safe4 stores information in electronic form online in “the Cloud” in ISO-27001 accredited data centres within the United Kingdom. Folders can be restricted so that access is given only to authorised Users. In these help pages the terms Client and Vault are used interchangeably.
- A User, who can be an end client or recipient of information from the Provider, or one of the Provider’s own internal staff. Different users can have different rights and permissions to access information stored in vaults. Users can also have access to multiple provider accounts and client vaults.
This guide is broken down into a series of chapters, with individual sections providing detailed instructions on the use of Safe4:
A Quick-Start Guide to Safe4
Basic instruction on the use of Safe4
User Guide
Working with Folders and Files
Administration Guide
Direct File Access Guide
Mobile Access to Safe4
Safe4 Mobile: Files and Folders
SWW Members Guide
Initiating Your Provider Account
Managing Your Provider Account
Structure of Inheritance Vaults
Inviting Inheritance Vault Users
Inheritance Vault User Guide
Using the Digital Inheritance Vault
The Safe4 Asset Register
Basic Concepts and Permissions
Creating and Defining Asset Types
Creating and Defining Attributes
Associating Asset Types with Attributes
Constructing the Asset Hierarchy
Working with Standard Folders and Permissions
Adding and Maintaining Asset Records
Access and Usage from Mobile Devices
Advanced System Admin
Global Management of Provider Users
Global Management of Vault Users
