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Adding a New User - Smart Workflow

Caroline Buckland Updated by Caroline Buckland

Add a new user in Smart Workflow

  1. Sign in to Smart Workflow.
  2. Go to Administration and select Administrator.
  3. On the Users screen, click the + ADD button.
  1. In the New User pop-up window, complete the required fields:
  • Login ID (mandatory) — best practice: use the user’s email address
  • Name (mandatory)
  1. Switch to the Authentication tab to set a temporary password.
  • The system suggests a password automatically; you may accept or overwrite it. 
  1. Open the Member of tab and assign the correct permission level / group membership.
  2. Click Save to create the user.

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