Getting Started
Everything you need to know to get set up on Smartr365!
17 articles
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.
- How to add a new adviser to the system
- How do I set up my introducer users?
- How to Add a New Adviser or User to Your Smartr365 AccountStep-by-step guide for System Administrators to invite and onboard a new adviser or user to a firm's Smartr365 account, including required details and common issues.
- How to Add or Change User Roles in Smartr365 (Including System Administrator)Guide to adding, changing, or removing roles (e.g. System Administrator) in Settings → User Management, which accounts can do this, and what the AllowUserRoleManagement setting controls.
- Save Profile Button Is Greyed Out After Adding a User's Team or Role AssignmentWhy the Save Profile button appears greyed out after adding or viewing a user's team and role assignments, and how to confirm the assignment was saved successfully.