Adding an Assigned Employee to Your SmartVault Account

Overview

When an Assigned Employee logs into SmartVault, they will only see and work with the specific clients to which they are assigned. They will have full functionality for their client vault based on their role as a Firm Manager or Firm Employee. 

Assigned Employees can send tax returns, organizers, and financial statements to those clients they have access to. This feature is ideal if you have a medium or large firm with many clients and want to segregate access to various clients. 

Adding an Assigned Employee

  1. Sign in to the SmartVault Portal.
  2. Click Manage Employees.
    ME_-_Left_sidebar.png
  3. Click the + Add Employee button.
    ME_-_Add_employee_button%2B.png

      Note

    The + Add Employee button will appear deactivated if you don't have available licenses in your SmartVault account.

  4. Enter the employee's information and select Assigned Employee.
    ME_-_Add_employee_assigned_employee.png

      Note

    The fields: First Name, Last Name, and Email are required. 

  5. Ensure the checkbox for Invite Employee is enabled if you want to invite the employee and click Save.
    ME_-_Add_employee_assigned_employee_save.png
    This action creates the employee and sends an activation email to the user.
  6. The employee needs to activate their account to start using SmartVault. 
Was this article helpful?
0 out of 2 found this helpful
...