How to Manage Support Rights

For the security of your account information and archived data, Smarsh uses Support Rights to validate which users have been designated on the account as authorized users and at what level/ kind of account information we're able to exchange with each Support Right Type.   For more information, see: What are Support Rights?

The steps below will best assist you in setting up and managing Support Rights for your company and users.
Note: Only Support Rights Admins can manage the Support Rights for their organization through Smarsh Central.

Not sure which Support Rights to add to a user? See Which permissions do Support Rights grant?

How to Locate Support Rights

How to add Support Rights

How to Modify Support Rights to an Existing Contact

Removing all Support Rights from an Existing Contact

Can I view all Support Cases for my account?

Granting Support Rights will NOT create a login for central.smarsh.com or app.smarsh.com. This will need to be managed by a Smarsh System Admin via app.smarsh.com.

• How to create a user with Smarsh Central Only Access through the Professional Archive Platform
• How do I log into Smarsh Central?
• How to open a new Support Case

Have questions or want to chat with others about Support Rights? Log in and post your question to the Discussions Community

NOTE: If you are affiliated with a Broker Dealer, they often times manage who has support rights on their child accounts. Therefore, child accounts of Broker Dealers do not have access to manage Support Rights on the account. Please contact your Broker Dealer for assistance with managing Support Rights for your account if you do not have access.