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SmartVault Customer Center

Adding an Employee to Your Account

 

When you add a new employee, an email invitation is sent to the employee that allows them to join SmartVault.

Adding an Employee

To add an employee to your plan:

1. Sign in to the SmartVault Portal

2. Click Employees.

3. Click the + icon in the top left hand corner of the screen.

4. Click the + icon to add information for each field.

Note: The Names and Email fields are required. The Administrative user checkbox gives the employee administrator privileges.
5. Click the Save changes icon to save, create, and invite the employee.

Resolving Error Messages

You may receive one of the following error messages when adding an employee.

Value does not fall within the expected range

This error message indicates that one of the fields in the form has a syntax error, such as a space in an email address. Check the field that is highlighted in red to identify and fix the error.

Adding this user would exceed the user limit for this account

This error message indicates that you don't have enough licenses to add this employee. To add additional licenses to your plan, you must make changes to your plan. 

Sequence contains no elements

This error message indicates that the user was previously added as a guest. A SmartVault user ID can only be associated with one account type at a time. 

 

 


Considerations

  1. Value does not fall within the expected range.

    unable_save_emp.png

    If you experience the Error above it means that one of the fields in the form has a syntax error such as a space in an email address. Check the field that is highlighted in red to identify the problem
     
  2. Adding this user would exceed the user limit for this account.

    unable_save_emp.png

    This error may mean you don't have enough licenses to add this employee. You may need to add additional licenses to your account. Follow these instructions if you experience the error above
     
  3. Sequence contains no elements.

    unable_save_emp.png

    This error message will come up if you have previously added the employee's email address as a guest and are now trying to add that email address as a user. Follow these instructions if you experience the error above.
     
    and a green badge appears on the employee icon  See this article for more about what an administrator can do in your SmartVault account.
     
 
 
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