Creating Users

After your branches have been created, you can add your employees and choose to grant them access to the SmartAsset Platform as Company Users.

To learn more about the differences between Employees and Company Users in SmartAsset, click here.

Note: If your organization has an ERP integration with SmartAsset, employee information may be imported automatically.

Create an Employee Record 

Navigate to Lists on the left hand menu and click on Employees in the center pane. Next, click on New Employee in the top righ hand corner pf the screen. 

Complete the employee setup by following these steps:

1. On the General tab, enter the employee's Name, Email Address, User Type (Normal or Admin), Branch, and Crew (if applicable).
2. Select the Settings tab and indicate whether the employee is a Dashcam & Telematics Driver.
3. Open the SmartAsset Vision tab and create a Username and Password. These credentials are used to access SmartAsset's companion mobile apps and do not provide access to the SmartAsset Platform.

When you have finished:

• Click Save if the employee does not need access to the SmartAsset Platform.
• Click Create User if the employee should be able to log in to the SmartAsset Platform.

How to Convert an Employee to a Company User

Option 1: Create a Company User from the Employees List

1. Navigate to Lists > Employees.
2. Select the checkbox next to the employee.
3. Click Actions and select Create User.

Option 2: Create a Company User from the Company Users Page

1. Navigate to Admin > Company Users.
2. Click New User in the upper-right corner.
3. Click the Search (magnifying glass) icon in the Employee field and select the employee.
4. Configure the user's permissions for each SmartAsset module.
5. Click Save.

An invitation email will be sent to the user, allowing them to create their password and sign in to the SmartAsset Platform.

Note: If the user does not receive the invitation email after checking their spam or junk folder, navigate to Admin > Company Users, select the user, click Actions, and choose Resend Email Confirmation.