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Manage Admin in Dashboard

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Overview


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SmartVault Administrators have full access to the SmartVault account. SmartVault Administrators can perform the following actions:

• Manage all vaults, folders, and documents in the account

• Share vaults and folders with other users, clients, and guests

• Add and remove users from the account

• Add QuickBooks or Reckon Accounts company files to SmartVault

• Custom-brand the SmartVault account

• View user activity in vaults and folders

• Manage billing

• Upgrade the account

Only SmartVault users assigned a User license can be members of this group. Users with a client or guest license cannot be members of this group. Adding a trusted staff member as an additional administrator is a fast and easy way to ensure that more than one person can create new Vaults and invite Vault Managers to your SmartVault account.

 

Steps

  1. Select your account name on the top right with the gear symbol.

    account options.PNG
     
  2. Click on Administrators

    admin settings in dashboard.PNG
     
  3. If you want to add a user as an admin then click on the "Add Member" button on the right.
    - The remove button will give you the option to change the level of access from an admin to a user. 
    admin settings in dashboard screen.PNG
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