Welcome to your central command center for all things users! The Users section under Administration is where you'll effortlessly manage your team's access to Smackdab. From onboarding new members to updating roles and permissions, this is your one-stop shop for keeping your team secure, organized, and ready for action.
With powerful, intuitive tools at your fingertips, you can confidently manage access, streamline collaboration, and scale your team, ensuring everyone has exactly what they need to succeed.
How to Access Your User Hub
Getting to your user management settings is easy:
Navigate to Settings from the main menu.
Click on Administration, and then select Users.
You're in! Here you can view, add, and manage all your team members.
Explore the Powerful Features
This section is packed with features designed to make your life easier.
Your At-a-Glance Dashboard: The Central User List
Get a crystal-clear overview of everyone in your branch. The main user list shows you key information in a clean, organized view:
First & Last Name
Email Address
Associated Branch
Account Status (Active/Inactive)
Billing Branch
2FA Status (Enabled/Disabled)
Plus, each user has a handy Actions menu, allowing you to make quick updates like resending an invitation in just a couple of clicks!
Find Anyone in a Flash: Smart Search
Need to find someone specific? Just start typing a name or email into the search bar. Our smart search helps you locate any user in seconds, a true time-saver for larger teams!
Effortless Onboarding: The Guided New User Setup
Click the New User button to experience our seamless onboarding flow. We'll guide you through every step:
Enter Basic Info: Add the user's first name, last name, and email.
Assign a Seat: Our system automatically checks for available seats. If one is open, it's assigned instantly. If not, we'll guide you through adding a new one. No guesswork involved!
Set Their Role: Assign an existing Position with pre-set permissions, or create a brand-new position on the spot to fit their unique role.
Send the Invite: Choose to send the welcome email immediately or wait for the perfect moment.
Total Control with Flexible Roles
By assigning a Position during setup, you ensure every team member gets the right level of access from day one. This makes it easy to standardize roles and keep your data secure.
Invite on Your Schedule
Onboarding a whole department or waiting for a start date? No problem! You can set up a user now and send their invitation later from the main user list. This gives you the flexibility to roll out Smackdab at your own pace.
The Users section provides a rock-solid foundation for managing your team, giving you full visibility and control so you can collaborate securely and efficiently.