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Invite a user to your company account

Quick guide to adding users to your company account

How to invite users 

Only admins in a company account can add or remove users. If you are an admin, follow the steps below, or cut and paste them into an email for your admin to make updates to your company account.

  1. 1. Log in to your SmartCert account and select Users from the left navigation panel. This will bring up a list of existing users.

  2. 2. Click on the Invite users button in the upper right-hand corner.
  3. 3. Enter the email address of the user you'd like to invite. If your company has multiple locations, select the location(s) the user will need access to. Note: For companies with only one location, the location field must still show the company location for the user to be able to view company activity, such as certs received.
  4. 4. Click on Invite people
  5. 5. Once the user is pending, you can assign permissions (Writer, Admin).
  6. 6. Each invited user will get an email notification with a link to join SmartCert. If the invite doesn't show up in their inbox within five minutes, they should check their spam/junk folder.  Note:  New users must click on the link in the email they receive to verify and activate their account in order to view certs and other activity.

     

Note: Only invite users who are part of your organization. SmartCert is not a shared portal — each company has its own separate account to receive, store, and share SmartCerts independently.