Inviting your Employees to SmartAssist

The Company admin has the ability to invite users to register on the application. Navigate to the Employees option under Account Management.

If you have configured integration with your Accounting platform, your employees may already be synchronized in, otherwise you are also able to add them manually.

Complete all the details needed here and click on Create.

Once that record is created, you are now able to invite that employee to become a user. Click on the ellipse next to their name and select Send Invite. 

This will then prompt you to assign a Role to this employee to control their permissions in the system.

Once selected, this then allows you to send the invite email to that employee. Once this is sent, the employee is then able to log in. They actually do not need to wait on the email as they are authorized to register at this point.