While you may have invited plenty of internal employees or external clients/guests to your SmartVault account, it's important to be able to manage security (access) and permissions on your vaults, folders and documents/files.
Whether you need to assign individual access to a private vault, segment your employees with custom groups, or set permissions on folders in folder templates, SmartVault gives you a variety of ways to manage the level of visibility into your account's sensitive documents, files and information.
|Assigning Access to Private Vaults||6:21|
|Using Custom Groups||14:06|
Account administrators can perform all of the security options listed in this article and the videos above. For tax plans, Firm Managers have specific abilities at the vault level.