Viewing Account and Usage Information and Adding Licenses

Easily view account usage information, add licenses, and print invoices.

Viewing Account Information

  1. Sign in to the SmartVault Portal.
  2. Click on your initials on the top right corner and select Settings.


  3. Under Manage Billing and Payment, click Billing
  4. The Manage Subscriptions window will display your SmartVault plan and the number of licenses on your account. Click this section to see more details.

Adding Licenses

  1. Repeat steps 1 through 3 above.
  2. Click the area with your subscription information.
  3. Click Edit Subscription.
  4. In the Quantity box, use the + icon to increase the number of licenses.


    The additional cost for new licenses, up to your next billing date, is due immediately. This charge, calculated as prorated, is displayed just above the Update Subscription button.

  5. If you have a promotional code, click Enter coupon code to input and apply it to your subscription.
  6. Click Update Subscription to confirm your changes.

Viewing Usage Information

  1. From SmartVault Home, click Manage Employees on the left sidebar.
  2. The subsequent page provides an overview of your employees' license usage, indicating the number of licenses currently in use and those available.
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