Inviting Your Clients to Create a SmartVault Guest Account

You can invite your clients to become SmartVault Guest Users. As Guest Users, they will have access to their own vaults within your account. When you share files and folders or request documents from your clients, they'll see them in their vaults. This access allows them to view, upload, and download documents, such as tax returns and W-2s.

You can add clients to your SmartVault account at any time. However, to invite all your clients at once, you may want to complete this step when you set up your SmartVault account.  

  Note

    • The term "Invite Client" refers to extending guest access to your clients. This action invites them to join as Guest Users.
    • You can remove a client's access to SmartVault at any time.

Guest User Capabilities

    • Guest users can view, upload, and download files within designated vaults.
    • Guest needing additional user access must contact their SmartVault account manager (who invited them to create their guest account).

Inviting Clients and Guests from the Portal

To invite one or more clients to your account:

  1. Log in to the SmartVault Portal: Navigate to Client Management via the navigation sidebar.

    CM_-_Left_pane%2B.png

  2. Select Clients to Invite: Choose individual or multiple clients for invitations.
    • To invite a single client, click Actions Actions icon.png next to the client's name and select Invite Client.
      CM - Select client to invite.png
      CM - Invite client menu.png

    • For multiple invitations, click Actions Actions icon.png next to Add Client and choose Invite Clients.
      CM - Select clients to invite.png
      CM - Actions menu invite client.png
  3. Confirmation: Review the list of clients you invited and their status.

Inviting Clients and Guests from the Connected Desktop

To invite one or more clients to your account from the Connected Desktop:

  1. Open the Connected Desktop.
  2. Navigate to the Clients Pane: Click Clients to access your client list.
    CD - Clients tab.png
  3. Initiate the Invite: Right-click on the client you want to invite and select Invite client.
    CD - Invite client.png
  4. Confirm and Send the Invite: On Invite Clients, verify the client's email address and click Invite.
    CD - Invite clients - invite.png
  5. Confirmation: A confirmation message displays after sending the invitation. Click OK to close it.
    CD - Invite Client - Action completed.png
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