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Security Options for Restricting Access to Documents (Video Links)


While you may have invited plenty of internal employees or external clients/guests to your SmartVault account, it's important to be able to manage security (access) and permissions on your vaults, folders and documents/files.


Whether you need to assign individual access to a private vault, segment your employees with custom groups, or set permissions on folders in folder templates, SmartVault gives you a variety of ways to manage the level of visibility into your account's sensitive documents, files and information.


Video Tutorial Time
Assigning Access to Private Vaults 6:21
Using Custom Groups 14:06

Client Access Basics and Templates


Who can restrict access?

Account administrators can perform all of the security options listed in this article and the videos above. For tax plans, Firm Managers have specific abilities at the vault level.