Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Adding and Managing Online User Accounts

This guide outlines how to create and manage employee user accounts through the Smart System Console, ensuring appropriate access to online features.

Creating a New User Account

  1. Log in to the Smart System Console

    • Navigate to Site Settings.
    • Click on Manage Users, then select Add a New User.

  2. Choose the User Type

    • Existing Employees::Select Create a new user that is a Point of Sale employee: The site they belong to and their name from the dropdown menu. Some information will be prefilled.
    • New Employee: Create a new user not associated with a Point of Sale employee.: Manually enter all required details.

  3. Enter General Information

    • Input the user’s email address, which will serve as their username.
    • Ensure the Active box is checked and the Locked Out box is unchecked for account access.

  4. Assign Roles and Access

    • Select roles based on the employee’s responsibilities. Key roles include:

      • Company Manager: Full access to all functions and sites.
      • Site Manager: Full access to a specific site’s functions but no ability to make changes elsewhere.
      • Restricted Site Manager: Similar to Site Manager but with limited settings permissions.
      • Appointment Operator: Can manage bookings and, if also a Site Manager, manage appointments for others.
      • CIC Access: Access to online CICs and client details.

    • If the employee works across multiple sites, click Add Sites to assign roles for each site individually.

  5. Save Changes

    • Click Save to finalize the user account setup.

Managing User Accounts

Editing User Details

  • Use the Edit option to update usernames, roles, or other account details.

Resetting Passwords

  • Click the Reset button next to the user’s name and confirm.
  • A new password will be emailed to the user.

Unlocking Accounts

  • If a user is locked out after three failed login attempts, uncheck the Locked Out box to restore access.

Searching for Employees

  • Under Site Settings > Manage Users filter by site, role, or enter keywords in the search bar to locate specific employees.

Tips for Effective Account Management

  • Regularly review user roles to ensure employees have the appropriate level of access.
  • Immediately deactivate accounts for employees who no longer require access.
  • Use unique and secure passwords for all accounts to maintain security.