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Invite An Employee To A SmartVault Plan

 

Applies to:

SmartVault Tax and Accounting plans

Overview

This article will show you how to Add or Invite an employee to your SmartVault account.

Note: Adding an employee automatically invites that employee to view your account. Do not add employees until you are ready for your employees to view your SmartVault account.
 


Steps

  1. Sign in to the SmartVault Portal.
  2. Right click on your account and select View Dashboard.

    P_Add_Client_View_Dashboard.png
     
  3. Click Employees.


     
  4. Click the + icon  Add new employee.

  5. Click the + icon to add information for each field.
    • Name and Email are required to save the Employee.
    • Leaving the Administrative User unchecked will set up the employee as an Employee user.


       
  6. Check Administrative user to give the employee administrator privileges. A green badge appears on the employee icon to signify this user is an Administrator.

    • You should not give all employees administrative privileges, and instead, you should limit this only to employees that need to make changes to the account. See this article for more about what an administrator can do in your SmartVault account


     
  7. Click Save Changes.


     
  8. When you've saved your changes, the new employee is added to your employee list. 

 


Considerations

When adding an employee, you may experience an error upon trying to add them. Here are the main 3 errors that come up below. Click on any of the 3 links that pertain to your error to expand the resolution on how to fix these errors. 
 

  1. Value does not fall within the expected range.

    unable_save_emp.png

    If you experience the Error above it means that one of the fields in the form has a syntax error such as a space in an email address. Check the field that is highlighted in red to identify the problem
     
  2. Adding this user would exceed the user limit for this account.

    unable_save_emp.png

    This error may mean you don't have enough licenses to add this employee. You may need to add additional licenses to your account. Follow these instructions if you experience the error above
     
  3. Sequence contains no elements.

    unable_save_emp.png

    This error message will come up if you have previously added the employee's email address as a guest and are now trying to add that email address as a user. Follow these instructions if you experience the error above.
     
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Last modified
11:20, 3 May 2017

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