1. SmartVault
  2. How To - SmartVault Core Features
  3. SmartVault Connected Desktop
  4. Getting Started

Switching Accounts in the Connected Desktop

To switch accounts:

 

  1. Click View in the main menu within Connected Desktop, and hover over Account to expand the menu.
  2. Select the account you want to switch to.
  3. The account loads in Connected Desktop, and you can work with your clients in that account.
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