Getting Started
Everything you need to know to get set up on Smartr365!
15 articles
Why adviser emails are auto-unsubscribed from Smartr365 notificationsCorporate email security scanners can automatically trigger SendGrid unsubscribes by following links in notification emails. This guide explains the cause and how support can restore adviser notifications.
Signing Up
How to sign up to Smartr365
Advisers: How do I setup the Authenticator App option for MFA?
System Admins: How do I set-up MFA?
I have forgotten my login password, what do I do?
How to use multifactor authentication when logging into Smartr365
How do I login for the first time?
Signing in with 'two factor authentication' (MFA)
Troubleshooting: Not Receiving Verification Code During Sign-Up or LoginWhat to do if you are not receiving the SMS verification code when signing up for or logging into Smartr365.
How to share screen on Teams
SMS verification code not received at login — troubleshooting guideWhat to do when your SMS two-factor authentication code is not arriving during Smartr365 login, including carrier delays, number format checks, and alternative options.