Adding Users to Your SmartVault Account - Standard Plan

STANDARD PLAN USER

In the Standard Plan, you can add users so they can access the account. After adding them, SmartVault will email them instructions to activate their accounts.

There are two types of users in the Standard Plan:

  • Administrator—Access to all features and vaults across your account.
  • User—Access only the specific vaults and folders assigned by an administrator.

Before adding a new user, ensure your account has enough licenses available. You can purchase additional licenses for your account if needed.

Adding an Administrator

Follow the steps in the guide for adding administrators to your SmartVault account.

Adding a User via Access and Notifications

To add a user to your SmartVault account:

  1. Sign in to the SmartVault Portal.
  2. Go to the specific vault or folder the new user will access and click the Item properties icon Settings gear icon.png.
  3. Click the Access and Notifications tab.
  4. Click Edit Access Settings.
  5. Click Add User.
  6. For the License type, select "User". Complete the User Information (left section) and set the Access and Notifications Settings as needed (right section).
  7. Click Add to save the user's access. The user is added to the list on the Access and Notifications tab.
  8. Click Save Settings.

Once created, the user will receive an email with a link to access the vaults and folders shared by the administrator.

Adding a User via Manage Group Members

Follow the steps in the guide for granting access to a user by group membership.

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