The Manage Group Members feature lets administrators efficiently manage client and guest access to specific vaults. This feature enables you to add new users, update email addresses, or remove access to ensure clients and guests have the correct vault permissions.
Note
Vaults are created using folder templates. Refer to Manage Folder Templates for an overview of client contact access settings.
Adding Guests and Clients
- Sign in to the SmartVault Portal.
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Select View Files and Folders in the left sidebar.
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Select the appropriate Client folder:
- Go to the Clients container and select the correct client.
- Go to the Clients container and select the correct client.
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Access the Vault Properties:
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Select the desired vault, click Actions
, and choose Properties.
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Select the desired vault, click Actions
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Manage Group Memebers:
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Click the Manage Group Members tab, then click Client Contacts.
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Add Member:
- Click Add Member to invite or assign users.
- Click Add Member to invite or assign users.
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Invite or Assign Users:
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If the user is already listed, select them and click Add to grant access.
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If the user is not listed, click Invite User Not in List, enter their email address, select the license type, and click Send Email.
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If the user is already listed, select them and click Add to grant access.
Tip
Ensure the email address entered is the one the user will use to log in to SmartVault.
Removing Guests and Clients
- Follow steps 1-5 from the Adding Guests and Clients section.
- Click Remove next to the user's email to remove their access to the vault.
- A confirmation window will appear. Click OK to confirm the removal.
Important
Removing a user's access to a vault does not remove their SmartVault portal access. To remove their access to SmartVault entirely, refer to Managing and Reducing User Licenses in SmartVault.