Adding Users to the SmartVault Administrators Group
SmartVault Administrators have full access to the SmartVault account. SmartVault Administrators can perform the following actions:
• Manage all vaults, folders, and documents in the account
• Share vaults and folders with other users, clients, and guests
• Add and remove users from the account
• Add QuickBooks company files to SmartVault
• Custom-brand the SmartVault account
• View user activity in vaults and folders
• Manage billing
• Upgrade the account
Only SmartVault users can be members of this group. Clients and guests cannot be members of this group.
If you are the person who opened the SmartVault account, by default you are a member of the SmartVault Administrators group. You can also add other users to the SmartVault Administrators group.
To add a user to the SmartVault Administrators group:
2. In the Advanced view, in the left tree pane, select the SmartVault account you want to make the user a member of.
3. In the right task pane, under Account Tasks, click Manage Administrators.
SmartVault displays a list of users who are currently members of the SmartVault Administrators group.
4. Click Add Member.
5. If you want to add an existing account user to the SmartVault Administrators group, select the check box in front of the existing account user’s name, and then click Add Selected Users.
6. If you want to make a new user who is not a member of the SmartVault account a member of the SmartVault Administrators group, click Invite User Not in List. Specify the user’s email address, an optional personal message, and then click Send Email.
SmartVault sends an email notification to the new user you just added to the SmartVault Administrators group. When the user clicks on the link in the email, they are prompted to create a SmartVault user ID. Once they create their SmartVault user ID, they are automatically signed in to SmartVault and can begin managing your account.
