ADMIN USER
After setting up your SmartVault account password and settings, you can add employees so they can access the account. SmartVault emails your employees with directions to activate their SmartVault account after you add them.
Important
You must have available licenses or add additional licenses to your account before adding new employees.
Employee Types
SmartVault offers four employee access types:
- Administrator—Has complete control and access across your entire account
- Account Employee—Can work with all clients in your account
- Assigned Employee—Can only access clients specifically assigned to them
- Seasonal Worker—Has temporary access from December 15 to April 30th
Learn more about SmartVault user roles and access levels
Adding an Employee
To add your employees to your SmartVault account:
Information
The following steps are based on the 2020 SmartVault interface. If your portal looks different, you can adjust it to the current view.
- Sign in to the SmartVault Portal.
- Click Manage Employees in the navigation sidebar.
- Click+ Add Employee.
- The + Add Employee button is deactivated if you don't have available licenses in your SmartVault account.
- The + Add Employee button is deactivated if you don't have available licenses in your SmartVault account.
- Enter the employee's information. The employee's first name, last name, and email are required.
- Select an appropriate access group based on the employee's needs.
- Select Invite Employee to invite the employee, then click Save.
- The employee profile is created in SmartVault. They are sent an activation email to activate their account so they can access and start using SmartVault.