1. SmartVault
  2. Product Guides and Features
  3. SmartVault Connected Desktop
  4. Client Management

Delete a Client from SmartVault Using Connected Desktop

GENERAL USER

You can delete clients from your SmartVault account using the Connected Desktop.

  Note

You can recover a deleted client from the recycle bin for up to 90 days. 

To delete a client:

  1. Open the Connected Desktop.
  2. Go to Clients and locate the client you want to delete. You can find the client using the filter and search functions if you have an extensive client list.
  3. Right-click to select the client you want to delete and choose Delete client in the shortcut menu. 
    CD
  4. Click OK to confirm.
    CD
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