Give trusted team members full control of your SmartVault account by assigning them the Administrator role. Admins can manage users, vaults, billing, and account settings.

Before You Start

• Employee account: The person must already be added as an Employee in your SmartVault account.
• Need help? See Add an Employee to Your Account.
• License type: Only users with a full user license can be Administrators.
• Role compatibility: An employee cannot be both a Seasonal Worker and an Administrator.

Make an Employee an Administrator

1. Sign in to the SmartVault Portal.

2. Click Client Management from the left navigation menu.

   
3. Click the employee's name to open the Edit Employees page.
   
4. In Group Membership, select Administrator and click Save.
   
5. Click Save.

The employee is now an Administrator.