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Remove an Employee from your SmartVault Tax Plan

Overview

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Use the following steps to fully delete an employee from your SmartVault account. When an employee is deleted, that employee loses all capability for accessing your SmartVault account. When the employee is deleted, you regain the user license that employee was utilizing, and you can then add a new employee to utilize the open user license.

Steps

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

    CP_Seasonal_License_View_Dashboard.png
     
  3. Click Employees.

    CP_Dashboard_Employees.png
     
  4. Click the checkbox to select the employee to delete.
  5. Click Remove selected employee.

    CP_Remove_Employee.png
     
  6. Click OK to confirm that this is the employee to delete.

    CP_Remove_Employee_Confirm_Delete.png
     
  7. The employee and the employee's vault are both deleted from your account.

Considerations

The employee's vault will remain in the Recycle Bin for up to 90 days. You can use the Recycle Bin to restore the employee vault, however, you will need to add and invite the employee back to your SmartVault account if the employee needs access to your account again.

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Last modified
09:02, 2 May 2017

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