Click the New button at the bottom of the screen. If you don't see the pop-up window, make sure they are enabled in your browser. You can create a blank Resource, or you can copy from an existing Resource. The latter option allows you to pre-load some of the copied user's details into the new user's account.
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Copy an existing Resource: You will need to assign a resource ID, a login ID (these are usually the same), the user's name, and the user's email address. In the Options list, select items to copy from the original user. You can select
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Account Limiters
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Projects
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Roles and Profiles
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Workgroups, and
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Layout decisions.
Once completed, select Finish to load the new user form.
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Create a blank Resource: The IDs, name, email, status, Projects and Company information is required. You will not be able to navigate to a different tab until completing this information.
When you've finished creating the record, remember to send a notice to the new user. The Email User button at the bottom of the pop-up window will generate a system email to the address on record. it will give the new user a temporary password that they must change upon first login.
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Previous versions of the software allowed administrators and super-users to reset the passwords of other users. With the new security features, Smart Completions no longer allows any users - even trusted administrators - to create passwords for other users. An administrator can change a user's status or Re-activate a locked-out user, but all passwords resets are now handled directly by the user in question. On the login screen, a user can request to reset their password. The system will generate a temporary password for the reset.
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When in Smart Completions portal, and you have to add a new user, reset your password, or change a password, you are now redirected to the Smart Cloud portal. Smart Cloud now allows a user to change details of company information, address information, roles, and rights.