Skip to main content

Customer Center

SmartVault Customer Center

Administrator Settings: Security Enhancements


This page is for SmartVault Account Administrators only.

The Security Enhancements page allows SmartVault Admins to impose account-wide security upgrades, such as Two-Factor Authentication (2FA) and Sessions, on everyone that has access to their SmartVault account.


Each section under the Security Enhancement page will give a brief description of the benefits of enabling each security upgrade and provide links to additional information on the topic.


  1. Log in to your SmartVault account through the SmartVault Portal.
  2. In the Portal Dashboard View: (If your view looks different, click here)Client Portal - Dashboard View - Masthead.png
    • Click on the Dashboard - Account Settings or Gear Icon (22x23).png icon near the top right corner of the webpage to get to your Account Settings
  3. Click on Security Enhancements in the right column under Administrator Settings.
    DS - Dashboard - Account Settings - Configure Integrations.png
  4. Read the description of the upgrade you are considering and, if you agree, click the Upgrade Security button.
    Dashboard - User Settings - Two-Factor Authentication - Enable Sessions - Enable 2FA.png
  5. Confirm your choice by clicking through any pop-ups that may appear.
    • Upgrading your account may take a while depending on its size.
    • You will receive a confirmation email from when the upgrade is complete.


That's it - the security upgrade you have chosen will be enforced on all current and future users that have access to your SmartVault account.



Be certain that you want to enable the security upgrade you have chosen as most upgrades cannot be undone by a SmartVault Account Administrator.