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Home > Product Features > SmartVault Dashboard > Add User or Employee to your non tax plan

Add User or Employee to your non tax plan

Table of contents

 

Applies to:
• SmartVault for Starter
• SmartVault for Team
• SmartVault for Professional

Overview

You can add employee users in the SmartVault Dashboard by giving the employee access to the vaults you want them to see. Each vault and folder that is created on SmartVault will require permissions for other users to see the vaults and folders unless they are also set up as an administrator. The administrator can see anything on the account and does not have the ability to hide any folder or vault from other administrators. Follow the steps below on how to add multiple or one employee to the SmartVault account.

Steps

  1. Sign into the SmartVault Dashboard
     
  2. Click on the gear  icon to change the Account Settings of your SmartVault Account
     
  3. Click on Billing to make sure you have enough users to add to the account. You can see how many users are being used on your account under the Current Plan and Usage section.


     
  4. You can add additional users under the Update Plan section within this page. Under User, add a 1 if it is currently at 0 or add another user to the number you already have set in place.
    Example: If you see a 1 and need 3 more users, change it to a 4. 

  5. Click Save to add your new user(s).

    *Now that we have users available, we can begin to add the permissions to the vault level and the folder levels that we want the employees to see. Each vault will need to have to be adjusted for the employee to see.  
     
  6. Click on the vault that you are going to add access to. Refer to the green number 1 in the screen shot below the next step. 
     
  7. Click on the Container Properties gear icon shown as number 2 below. 


     
  8. Click on the Access and Notifications tab.
     
  9. Click the  button.
     
  10. Click the Add User button.


     
  11. Under the User Information section, select the license type as User.
     
  12. Fill out the Email Address, First Name, and Last Name. The Personal Message is optional and is not required. 
     
  13. Checkbox the access you want to grant on the vault level such as Read, Write, Create, or Delete
     
  14. The Notification Settings are also optional and are not required. Select download or upload if you would like to apply the notification setting. 
     
  15. Click the  button to add the new user and navigate to the Apply changes to section under the access table.
     
  16. Select one of the 3 options below and Click 
     
    1. This folder only Permissions are only granted at the vault or folder level you selected. These will not effect any sub folders or parent folders. 
    2. This folder and to all subfolders Permissions will be granted on the subfolders as well with the same access.
    3. This folder and make all subfolder access settings exactly like these. Permissions that were granted previously on the subfolders for users before will be overwritten with the new settings that are shown now before saving. 
  17. The invitation email has already been sent now to the user's email address where they can retrieve the email to activate their user license via the email.
     

Considerations

Please note: This only granted them access to one vault. If you have multiple vaults this user needs to access, you will need to repeat Steps 6 and do the following steps for each Vault and Folder you want the employee user to be able to access. 

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