Invite users and clients, and manage their access. For more information on sharing, see Uploading and Sharing Documents.
Overview of User Permissions
Manage User Licenses
Remove a User's Access to SmartVault
Manage Group Members
Invite Clients to Your SmartVault Account
Import New Clients via CSV File
Add Clients Using the SmartVault Dashboard
Edit a Client's Name or Company Name
Update a Client's Email Address
Manage Client Folder Permissions
Make a Client Vault Private
Grant Guest Access to the SmartVault Inbox
Archive or Restore Inactive Clients
For more information on sharing files, see Uploading and Sharing Documents.