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Enable or Disable Client and Guest User Access to Your Recycle Bin or Your File Version History

Overview

You can allow a client or guest user to access your Recycle Bin and/or your Document Version History in your SmartVault account. By default, this ability is disabled.

 

The user types this setting affects differs according to the SmartVault plan you use. 

In a SmartVault Tax Plan, this setting enables or disables this ability for the tax clients you invite to view your account.

In a SmartVault Bookkeeping or Business plan, this setting enables or disables this ability for the clients you invite as guests on your account. These users have a guest user license type and are also referred to as guests.

Step

  1. Sign in to the SmartVault Portal.
  2. Right click on your account and select View Properties.

    CP_View_Properties_Menu_Selection.png
     
  3. Under Account Settings, locate the settings Allow clients to access recycle bin and Allow clients to access document version history. By default, these are unchecked and disabled.

    CP_View_Properties_Allow_Clients.png
     
  4. To enable these, click each checkbox and click Save Settings.

    CP_View_Properties_Allow_Clients_Enabled.png
     
  5. Tax clients and guest users can now access your Recycle Bin and your Document Version History
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