Specifying Your Branding When Using Multiple Accounts
If your SmartVault user ID is a member of multiple SmartVault accounts, and if any of these accounts have been custom-branded, you can specify which branding you want to see when you use SmartVault. (This is sometime called specifying your “default branding”).
For example, assume you are a member of the Alliance Accounting account, the Bayshore Business Services account, and the Cornerstone Consulting account, and all of these accounts use custom branding.
If you want your SmartVault portal to always use the branding for Alliance Accounting, you can specify Alliance Accounting as your default branding. SmartVault will then always display the custom branding for Alliance Accounting when you work in the SmartVault portal. If you want your SmartVault portal to always use the branding for the Bayshore Business Services account, you can specify Bayshore Business Services as your default custom branding. Finally, if you want SmartVault to always display SmartVault branding, you can specify SmartVault as your default branding.
To specify your branding when using multiple accounts:
2. In the upper right corner of the portal, click My Info.
3. In the right task pane, under User settings, click View Preferences.
4. If you are an account owner, user, client, or guest in more than one SmartVault account, complete the following steps:
a. If you want to always use SmartVault branding as your default branding, select the Always use default subdomain (my.smartvault.com) check box.
b. If you want to always use the custom branding for one of the custom-branded SmartVault accounts you are a member of, in the Account/Subdomain field, select the account and subdomain whose custom-branding you always want to use from the drop-down list.
5. Click Save Changes.
