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Collection Rules Explained

Understand how collection-level rules control access requests, participating trusted contacts, and future release safeguards.

Help article

This article is written for visitors arriving from support chat or first-time setup questions.

What collection rules control

Collection rules help define how future access should work for that specific collection.

  • Which trusted contacts are relevant
  • Which release safeguards apply
  • What request path should be followed

Why rules are set at the collection level

Not every set of records should behave the same way. Legal documents, emergency instructions, and business records may need different participants or safeguards.

What collection rules do not do

They do not give anyone immediate access. They only define the path a future request must follow.

Can rules change later?

Yes. Vault owners can update collection rules as family, legal, or business needs change over time.

Still need help?

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