Delete a Client from SmartVault Using Connected Desktop

You can use the Connected Desktop to delete clients. Using the Connected Desktop's filter and search feature, you can quickly locate a client in a long client list.

You can also delete a client from the Portal by closing the vault.

Steps

  1. Open the Connected Desktop.
  2. Find the client to delete in the Client List.
  3. Right-click on the client and select Delete.

Considerations

A deleted client can be restored to your SmartVault account for up to 90 days using the Recycle Bin.

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