Manually Adding a Client ID

Overview

If a client does not currently have a client ID, you can add it.

Note: This article is recommended if you are just going to add one or a few client IDs at once. If you have more than a dozen new clients ID to add, we recommend importing clients via a CSV file.

When adding a client ID, keep the following in mind:

  • Once the client ID has been assigned, it can not be modified, edited, or changed.
  • The aliases are permanent and will re-add automatically even if they are deleted and saved.
  • The client ID must be 4 alphanumeric characters long and cannot contain any special characters.

Manually Adding a Client ID

1. Sign in to the SmartVault Portal.

2. Click Clients.

3. Click the client’s name.

4. From the Aliases (Advanced) field, click the plus (+) icon.

5. For the Domain and Type fields, enter the information from the image below.

6. 6. In the Value field, enter the client ID. For example, “ABC1”.
Note: This field must contain the semi-colon that precedes the client ID.

7. Click the Save changes icon.

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