How to Create a New User in Smart-Capture

Caroline Buckland Updated by Caroline Buckland

How to Create a New User in Smart-Capture

This article will provide you with a clear step-by-step guide on how to create a new user in Smart-Capture within our PIA.

 

  1. Accessing the Admin Panel
  • Log in to Smart-Capture.
  • Navigate to the Admin Panel tab.

 

  1. Opening the Users Section
  • On the left-hand side menu, click on Users.

  1. Adding a New User
  • In the top-right corner, click the + Add User button. 

 

  1. Filling in the User Details

Enter the relevant information, mandatory fields described below:

  • Username - (best practice is to use email address, this should be used as the login ID for SmartWorkflow as well).
  • Password
  • User Group - this could be Admin or General User (permissions can be adjusted as required).

 

  1. Creating the User
  • Once all details are filled in, click Create User at the bottom-right corner

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