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SmartVault Customer Center

Switch Accounts in Connected Desktop

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Overview

If you work with multiple SmartVault accounts, you can easily switch between your accounts within the Connected Desktop.

Steps

  1. Click on View in the main menu within Connected Desktop, and hover on Account to expand the menu.

    CD_Switch_Accounts.png
     
  2. Select the account you want to switch to.
  3. The account loads in Connected Desktop, and you are able to work with your clients in that account.