To make changes to the Account Name, Billing Address, or Primary Contact:
- Sign in to the SmartVault Portal.
- Select the account for which you'd like to view or change properties.
- In the right task pane, click View Properties.
- Make your changes.
- Click Save.
If you disable (uncheck) the Allow Users to modify their own notification settings field, your clients cannot modify their own settings. Administrators and Vault Managers can modify their notification settings regardless of your choice of setting.
You must be a SmartVault Administrator in order to change the billing address of an account. If you do not see a View Properties link in the right task pane when you click on the account, your SmartVault user ID is not a member of the SmartVault Administrators group for the account.