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Video: Invite an Employee to Your SmartVault Account (Non-Tax Accounts)


This topic and video explain how you can invite a user or an employee to your SmartVault (non-tax account). When sharing vaults and folders in your account, we recommend adding your users (employees) to groups to make it easy to manage them.


Please note* There are three levels that you will see that allow you to create the access of the vault manager. Choose which best fits your needs for the vault manager's access.

Vault Manager Users will have full access (Read, Write, Create, Delete) and can invite other clients or additional users to this vault that are not listed in the vault's access.
Vault Full Access Users will not be able to invite additional users, however still has the full access to Read, Create, Write, and Delete.
Vault Read Only User are only able to read and download from the vault as access. They will not be able to Upload, Overwrite, or Delete from the vault with this access.