You can invite your clients to become SmartVault Guest Users. Guest Users 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 like tax returns and W-2s.

You can add clients to your SmartVault account at any time. However, to invite all your clients simultaneously, you should complete this step when setting up your SmartVault 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.
   

   

2. Select Clients to Invite: Choose individual or multiple clients for invitations.
   • To invite a single client, click Actions next to the client's name and select Invite Client.
     
     
     
     
   • For multiple invitations, click Actions next to Add Client and choose Invite Clients.
     
     
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.
   
3. Initiate the Invite: Right-click on the client you want to invite and select Invite client.
   
4. Confirm and Send the Invite: On Invite Clients, verify the client's email address and click Invite.
   
5. Confirmation: A confirmation message displays after sending the invitation. Click OK to close it.
   

Inviting Individual Guest Users to Specific Client Folders

To invite an individual guest user to specific client folders:

1. Log in to the SmartVault Portal: Navigate to View Files and Folders via the navigation sidebar.
2. Go to the Specific Vault or Folder to Share:
   • Locate the vault or folder where you want to invite the guest user.
   • Click Actions and select Properties.
3. Access Manage Group Members: Click the Manage Group Members tab.
4. Add Member and Select User:
   • Click Add Member to grant access.
   • Select the user from the list, or click Invite User Not in List and follow the prompts.
5. Set Permissions: Assign the appropriate permissions for the user (e.g., Vault Manager, Vault Full Access, Vault Read Only).
6. Complete Invitation: Click Add to complete the invitation.

Related Articles

For more detailed instructions on sharing files and folders with clients, refer to the following articles:

• Sharing Files from the Connected Desktop
• Giving Access to Multiple Vaults to a Client
• Sharing a Vault with Guests and Clients