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SmartVault Customer Center

Manage or Change User License Type

SmartVault Administrators can perform the following actions:

  • View which type of license (user, client, or guest) is associated with each user in the account.
  • Change the type of license associated with a user in an account. For example, SmartVault Administrators can change the license associated with a user from Guest to User, User to Guest, or Guest to a Client User. 
  • Remove, or delete, users, clients, or guests from an account if they should no longer have access to the SmartVault account.

Note: If you need additional licenses, see Viewing Usage Information and Making Changes to your Plan

To manage user licenses:

1. Sign in to the SmartVault Portal
2. Under Manage Groups, click Licenses

Note: You must be a SmartVault Administrator to manage licenses. For non-tax SmartVault plans, learn about adding a user to the SmartVault Administrators group. If you're using SmartVault for Tax Accounting, learn about setting your employee user as an admin

To change the type of license associated with a user:

1. Select the appropriate tab for the user. For example, if you want to change a user’s license type from guest to user, select the Guests tab.

2. Click Edit.
3. Select the license type for the user, and then click Save.

To remove or delete a user license:

1. Select the appropriate tab for the user. For example, if you want to remove a user associated with a guest license from your account, select the Guests tab.

2. Click Remove, and then click OK.

 

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