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Sharing a Vault Using the Manage Group Members Functionality

A vault is like your traditional file cabinet: once you give someone access to it, they get access to all of the folders within it. If you add new folders, the user has access to those as well.

You give access to a vault by giving access to all members of a group. If you place someone in the group, the user receives the permissions that group has for each folder in the vault. 

We recommend using groups for your employees, as it's the easiest way to manage employees and other users who need access to all the folders in the vault.

Note: If you use the SmartVault for QuickBooks or Reckon Accounts, you also give the user access to the associated folders for the company file.

If you have multiple vaults, you may not want to give every employee access to each vault. You should only give access to guests or clients at the vault level if the vault only contains that guests or clients data.  

Sharing a Vault using Manage Group Members

Note: This example documents the only method of vault sharing for Business and non-Tax plans. For both Tax and Accounting plans, the process outlined should only be used in certain situations. Contact support@smartvault.com for more information. 

1. Sign in to the SmartVault Portal
2. From the Advanced view, in the left tree pane, expand the account (blue globe icon) and select the vault (file cabinet icon).

3. In the right task pane, click the gear icon.

4. Click Manage Group Members.

5. Choose the type of access you would like to give.

5. Click Add Member.
6. If you see the user in the list, select them. If not, click Invite User Not in List.
7. Follow the prompts.