ADMIN USER
Administrators have complete control over your SmartVault account. They can:
- Manage all vaults, folders, and documents in the account
- Share vaults and folders with other users, clients, and guests
- Add and remove users
- Connect QuickBooks company files
- Customize branding
- Monitor user activity
- Manage billing and account upgrades
Important
Only users with a full user license can be administrators. Client and guest users cannot have administrator privileges. Also, additional administrators cannot remove the main administrator from the account.
Adding a New Administrator
- Sign in to the SmartVault Portal.
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Navigate to Settings
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Most plans: Click the initials at the top right corner of the page, and then select Settings.
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Standard Plan: Click the Settings gear icon at the top right corner of the page.
- Under Administrator Settings, click Administrators.
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Most plans: Click the initials at the top right corner of the page, and then select Settings.
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Add New Administrator
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Click Add Member.
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For existing account users:
- Check the box next to their name.
- Click Add Selected Users.
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For new users:
- Click Invite User Not in List.
- Enter their email address.
- Add an optional personal message.
- Click Send Email.
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Click Add Member.
The new administrator will receive an email invitation. When they click the link in the email, they'll be prompted to create a SmartVault user ID (if they don't already have one).
Once complete, they'll automatically sign in as an administrator with full access to manage your account.