Managing User Licenses

Overview

SmartVault Administrators can view and change the type of license (user, client, or guest) is associated with each user in your account. 

They can also delete anyone from your account if a user should no longer have access to your SmartVault account.

Accessing the Licenses Section

To manage a user's license type or to delete a user from your account, you must access the Licenses section in the Portal.

To access the Licenses section:

  1. Sign in to the SmartVault Portal.
  2. Click the initials at the top right corner of the page and select Settings.
    Settings_option.png
  3. Under Manage Groups, click Licenses

Changing a User's License Type

To change the type of license associated with a user:

  1. Select the appropriate tab for the user.
    Note:
    For example, if you want to change a user’s license type from guest to user, select the Guests tab.
  2. Click Edit.
  3. Select the new license type for the user, and then click Save.

Deleting a User License

To remove or delete a user license:

  1. Select the appropriate tab for the user.

      Note

    For example, if you want to remove a user associated with a guest license from your account, select the Guests tab.

  2. Click Remove next to the user you want to remove a license for and then click OK.
...