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Getting Started
    
Getting Started
Use the following information and checklists in this section to help you get started using SmartVault:
• “Understanding SmartVault”
• “Understanding SmartVault Licensing”
• “Understanding SmartVault Plans”
• “Understanding SmartVault Security”
• “Checklist: Getting Started as an Account Owner or User (QuickBooks)”
• “Checklist: Getting Started as an Account Owner or User (non-QuickBooks)”
• “Checklist: Getting Started as a Guest”
• “Checklist: Getting Started as a Client”
• “Accepting Invitations and Creating User IDs”
• “Signing In to the SmartVault Portal”
• “Specifying Your Time Zone”
• “Understanding and Installing the SmartVault Desktop Software”
• “Signing In to SmartVault from the SmartVault Desktop Software”
• “Adding Users to the SmartVault Administrators Group”