Removing Access to SmartVault, Folders/Vaults, or Groups

SmartVault administrators can remove user access to a SmartVault account or access to specific folders/vaults or groups within an account. 

Removing a User from Your SmartVault Account

To remove a user, client, or guest from your SmartVault account: 

  1. Sign in to the SmartVault Portal.
  2. Click on your initials on the top right corner of the page, and then click Settings.
  3. In the Administrator Settings section, click Licenses.
    Settings_-_Licenses_option.png
  4. Click Remove next to the user's email address and then click OK.

Removing User Access to a Vault or Folder

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders.
    FF_-_Left_nav.png
  3. Navigate to the folder or vault you want to remove the user from.
  4. Click Actions Actions_icon.png, and then select Properties.
  5. Click on the Access and Notifications tab, and then click Edit Access Settings.
    AN_-_Edit_access_settings.png
  6. Click the X icon in the Remove column, and then click Save Settings
    AN_-_Save_settings.png

      Note

    If the X icon is grey, this means that the permissions for the user is set at the folder template level. The only way to remove their permission is to remove them from the group at the vault level.

Removing a User From a Group

Group permissions are set at the vault level. To remove a user from a group:

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders.
  3. Navigate to the folder or vault you want to remove the user from.
  4. Click Actions Actions_icon.png, and then select Properties.
  5. Click the Manage Group Members tab.
    FF_-_Manage_group_members_tab.png
  6. Select the appropriate group tab and locate the user you want to remove.
    FF_-_Manage_group_members_remove.png
  7. Click Remove and then confirm when prompted.
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