Sharing a Vault with Guests and Clients

Overview

When you give someone access to a vault, they get access to all folders within it. If you add new folders, they have access to those as well.

You give access to a vault by providing access to all members of a particular group. If you place someone in the group, they receive the group's permissions for each folder in the vault. 

If you have multiple vaults, you should only give access to guests or clients at the vault level if the vault only contains data for that guest or client.  

Sharing a Vault Using Manage Group Members

  Note

This example documents the only method of vault sharing for Business and non-Tax plans. The process outlined should only be used for both Tax and Accounting plans in certain situations. Contact support@smartvault.com for more information. 

  1. Sign in to the SmartVault Portal.

      Note

    If you have your View Preferences set to "2020 New View", follow the Steps in View Files and Folders.

  2. From the Advanced view, expand the account in the left tree pane (blue globe icon) and select the vault (file cabinet icon).
    mceclip0.png
  3. In the right task pane, click the gear icon.
    mceclip1.png
  4. Click Manage Group Members.
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  5. Choose the type of access you would like to give.
  6. Click Add Member.
  7. If you see the user in the list, select them. If not, click Invite User Not in List.
  8. Follow the prompts. 

Steps in View Files and Folders

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders.

    F_F_-_Left_sidebar.png

  3. Navigate to the vault you want to share, click on its Actions button (ellipses), and select Properties.

    FF_-_item_properties_menu.png

  4. Click Manage Group Members.

    FF_-_Manage_group_members.png

  5. Choose the type of access you would like to give.
  6. Click Add Member.
  7. Select the user from the list and click Add.

    FF_-_Add_member.png

    If you don't see the user, click Invite User Not in List and follow the prompts.

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