Now that you've seen how SmartVault can help you interact with your clients, we'll explore how your employees will interact with SmartVault. At this point in your trial, you won't want to add all of your employees to SmartVault. Adding an employee automatically invites that employee to your account. Since you haven't customized your account yet, you may want to add just one employee as a test case.
Employees are granted certain abilities and access in your account. By default, your employees can access all client vaults. Additionally, your employees can add clients, send documents to clients, and edit client details in the client records. You can also grant an employee administrative privileges in your account. See this article for more information on what an Administrator can do in a SmartVault account.