How to Navigate Your Business Settings in Smartr365
Overview
Business Settings is your central hub for configuring your Smartr365 account. From here you can manage users and teams, set up your company branding, configure third-party integrations, and control many other aspects of how your business uses the platform.
Getting Started
Where to find it: Click on Settings in the main navigation menu on the left-hand side of your screen.
Who can access it: All users can access Settings to manage their own credentials and personal details. System Administrators have access to the full range of settings.
What You Can Do in Settings
For All Users (Advisers, Managers, Admin Assistants)
My Credentials — Store your login details for third-party services
Personal Details — Update your name, email, contact numbers, qualifications, and address
Solicitors — Manage your list of solicitor contacts
Data Import — Import case data from CSV files
Data Export — Export your case data
Case Transfers — View transfer history for cases between advisers
Doc Drop Box — Configure your document drop box
For System Administrators
In addition to the above, System Administrators can access:
User Management — Add, edit, and remove users; manage roles and teams
Branding — Customise your company logo, colours, and branding
Billing Details — View and manage your subscription billing
Integrations — Configure third-party integrations
Introducer Fees — Set proc fees and client fees for introducers
Suitability Report Templates — Create and edit suitability report templates
Acknowledgements — Upload compliance acknowledgement documents
Bulk Transfer — Transfer all cases from one adviser to another
Bulk Update — Make bulk changes to case data
Document Templates — Manage document templates
Feature Settings — Enable or disable optional features
Tips & Best Practices
Start by setting up your Branding (logo and colours) so your client portal looks professional from day one
Make sure all advisers have entered their third-party credentials in My Credentials to enable product sourcing
Use Teams in User Management to organise advisers by branch or specialism
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.