Making a Client Vault Private

Administrators are the only user type who can access private client vaults. Administrators cannot grant access to other user groups to a private vault but can grant access to individual users.

Private vaults no longer inherit group access permission settings from the folder template. However, the vault will reflect changes to the folder template, such as adding new folders to the template or changing global notifications.

How to Make a Client Vault Private

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders from the navigation sidebar.
    FF_-_Left_bar_-_home_page.png
  3. Navigate to the client for which you want to make their vault private.
  4. Click Actions Actions_icon.png next to the client name and select Properties.
    FF_-_Client_actions_menu_properties.png
  5. Click the View Properties tab. 
  6. Enable the Make this vault private checkbox and click Save Settings
    FF_-_Make_vault_private.png

Giving a User Access to a Private Vault

  1. Sign in to the SmartVault Portal.
  2. Navigate to the client for which you want to make their vault private.
  3. Click Actions Actions_icon.png next to the client name and select Properties.
  4. Click the Access and Notifications tab. 
  5. Click Edit Access Settings.
  6. Click Add User
  7. Enter user information and access/notification information, and then click Add.
  8. Select one of the options from the Apply Changes to menu.
    • This folder only - Gives access to this folder only.
    • This folder and to all subfolders - Gives access to this folder and all of the existing sub-folders. (Not recommended).
      FF_-_Share_folder_apply_changes_to.png
  9. Click Save Settings.
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