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SmartVault Customer Center

Invite a Guest or User from the SmartVault Client Portal

Does not apply to any of the tax plans.


The following video shows you how to invite a user or a guest to the SmartVault client portal. Here are some things to consider.

  • You must be a Vault Manager or Administrator to complete this task
  • A Guest view, edit, upload or delete files and folders in the SmartVault Drive - only through the Client Portal
  • A Client license is only available on older certain . ​