Overview

When you make a client vault private, an icon appears in your client list to denote that the vault is now private. 

Administrators are the only user type who can access private client vaults. Administrators cannot grant access to other user groups to a private vault, but can grant access to individual users.

Private vaults no longer inherit group access permission settings from the folder template. However, the vault will reflect changes to the folder template such as adding new folders to the template or changing global notifications.

How to Make a Client Vault Private

1. Sign in to the SmartVault Portal.
2. In the Dashboard, click on the Files on Folders icon.

3. Navigate to the client for which you want to make their vault private.
3. Click the Container properties icon at the top right of the screen.

3. Click the View Properties tab. 

4. Enable the Make this vault private checkbox.
5. Click Save Settings

Giving a User Access to a Private Vault

1. Sign in to the SmartVault Portal.
2. Navigate to the client for which you want to make their vault private.
3. Click the Container properties icon at the top of the screen.

3. Click the Access and Notifications tab. 

4. Click Edit Access Settings.
5. Click Add User

6. Enter user information and access/notification information and then click Add.

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