How to Approve and Manage a User in SmartCert

How to Approve and Manage a User in SmartCert

Follow the steps below to approve a pending user, assign permissions, and manage user access across locations:

To Approve a Pending User:

• Click on your company name located in the top left corner next to the SmartCert logo.
• In the dropdown menu, select “Users” to access your user management page.
• Locate the user you wish to approve.
• Click the three dots (⋯) at the end of the row for the pending user.
• Select “Approve” from the dropdown menu.
• Once approved, you will be prompted to:
• Set user permissions (Admin, Editor, Viewer, etc.).
• Assign specific locations if applicable, to limit or tailor access.
• Click “Save” to finalize approval and apply settings.

To Manage an Existing User:

• From the same “Users” page, find the user you wish to edit.
• Click the three dots (⋯) next to their name.
• Select “Edit User” to:
• Update their role or permissions.
• Adjust location access.
• Deactivate or remove the user, if necessary.
• Save your changes to apply the updated access settings.