In the SmartVault Portal, you can use the Manage Employees view to see details about your employees and manage their information in a consolidated view.

From Manage Employees, you can:

• Add Employee
• Make an Employee a SmartVault Administrator
• Invite a Seasonal Employee to SmartVault
• Change a Seasonal Worker to an Employee
• Add an Assigned Employee
• Assign Employees to Clients
• Remove an Employee from your SmartVault Account
• Export to CSV Client Assignments for each Employee

Accessing the Manage Employees View

Select Manage Employees in the left sidebar to access the Manage Employees view.

The view lists all employees with roles, email, status, and functionality to manage them, from adding new employees to exporting assigned client data.