How to create a user with Smarsh Central Only Access through the Professional Archive Platform

Option 1: Using Smarsh standard roles:

1. Follow the regular steps to create a new user account for the Professional Archive
   • See this article for assistance with creating a user: How to create new User Accounts in Professional Archive
2. Select the User Role Employee - Personal Access
3. Complete all required fields to create the new user, and click Save
   
   
   

Option 2: When creating Custom Roles:

1. When creating a Custom Role, ensure the User Services setting is enabled.
   •  This permission allows your users to sign in to central.smarsh.com. If this permission is turned off, your user will be able to see Smarsh Central in the dropdown menu, but it will loop them back to the app.smarsh.com platform instead of taking them to Smarsh Central.
   • For more information on platform role permissions, see: What rights does each platform role permission grant?

• You must have access to the User area of the Professional Archive to complete these steps
• Secure access to Smarsh Central also requires the user to have Support Rights for your account: How Do I Assign Support Rights?