Home > SmartVault Portal > SmartVault Portal How-To Guides > Invite a Guest or User from the SmartVault Client Portal

Invite a Guest or User from the SmartVault Client Portal

Does not apply to any of the tax plans.

Overview 

The following video shows you how to invite a user or a guest to the SmartVault client portal. Here are some things to consider.

  • You must be a Vault Manager or Administrator to complete this task
  • A Guest view, edit, upload or delete files and folders in the SmartVault Drive - only through the Client Portal
  • A Client license is only available on older certain . ​

You must to post a comment.
Last modified
00:25, 25 Mar 2016

Tags

Classifications

This page has no classifications.