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 to which they have access. This feature is ideal if you have a medium or large firm with lots of clients and you want to segregate access to various clients. 

Adding an Assigned Employee

  1. Sign in to the SmartVault Portal.
  2. Click Employees.
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  3. Click the + icon in the top left hand corner of the screen.
  4. Click the + icon to add information for each field.

      Note

    The Names and Email fields are required. Enable the Seasonal worker checkbox to give the employee seasonal worker privileges.

  5. Select Assigned Employee from the Group Membership section.
  6. Click the Save changes icon to save, create, and invite the employee.
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