How to Manage Users and Teams in Smartr365
Overview
User Management allows System Administrators to create and manage user accounts, assign roles, and organise users into teams. This is where you control who has access to Smartr365 and what they can do.
Getting Started
Where to find it: Go to Business > Settings > User Management
Who can access it: System Administrators only
Understanding the Layout
The User Management page has two tabs:
Teams - View, create, and manage teams.
Users - View all users, search for specific users, and manage individual user details.
Managing Teams
Click the Teams tab
To create a new team, click Add Team
Enter a team name and click Save
To rename a team, click the edit icon next to the team name
To delete a team, click the delete icon. You can only delete teams with no active members.
Adding a New User
Click Add User from the Users tab
Fill in: First Name, Surname, Email, and Primary Contact number
Assign at least one role
For each role (except System Administrator), assign the user to at least one team
Click Save
Confirm the addition (adding a new user may add charges to your monthly bill)
Available Roles
System Administrator - Full access to all settings and features
Admin Assistant - Can access most features but cannot change system settings
Manager - Can manage cases and view reports for their team
Mortgage Adviser - Can manage their own mortgage cases
Protection Adviser - Can manage their own protection cases
Editing a User
Click on the user you want to edit
Update their details as needed
To add a role, click Add Role
To remove a role, click the remove icon (user must have at least one role)
Click Save
Tips & Best Practices
Create teams that reflect your actual business structure
Users can have multiple roles and belong to multiple teams
Always ensure there is at least one System Administrator account
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.