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Assign Employees to Clients in Bulk

Overview

You can assign employees to have access to multiple clients at once by using the SmartVault Dashboard. Use this tool with caution as each client assignment generates an email notification that is sent to your employee. If you assign a large number of clients, your employee will receive a large number of emails all at once.

Steps

  1. Sign in to the SmartVault Portal.
  2. Right click on your account and select View Dashboard.
  3. Click on Clients.
  4. Select one or more clients to assign to an employee. Click Assign Employees.

    CP_Bulk_Assign_Employees.png
     
  5. Double click on an employee. You can optionally enable the employee to have Firm Manager access permissions for these employees as well. Otherwise, the employee receives Firm Employee access permissions for these clients.

    CP_Assign_Employees_Window.png
    • A Firm Manager has full access permissions including the ability to grant read and write access permissions to other users for the clients you assign here.
    • A Firm Employee has read, write, create, and delete access permissions but cannot grant access permissions to other users for the clients you assign here.
       
  6.  Click OK.

Considerations

It might take several moments for these changes to apply. You can check that the assignments completed by using the following steps:

  1. Right click on a client you assigned to an employee and click Manage Group Members.
  2. Your employee should appear under Firm Managers, Firm Employees, or both.

    CP_Bulk_Assign_Check_Emps.png
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Last modified
11:06, 2 May 2016

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