To create a user, go to “Account > Users”. Then click on “+ New”.

Enter the required details. The e-mail address for this company must be one which is not yet being used for SmartBusiness.

You will then receive an e-mail at this e-mail address. Use the link in the e-mail to set a password for the user.

This user must also set up the two-step authentication process.

You can create a new role under “Account > Roles > New”.

Give your role a suitable name. This can be the position title, for instance.

By clicking on the prohibition symbol, it will become a tick and the function will be activated for this role.

Next to the tick, a house will appear, which means that users in this role can now see everything. By clicking on the house, it will become a silhouette, so now the users will only see the entries they created themselves in this category. Example: tick, house for contacts: users see all contacts in SmartBusiness; tick, silhouette for invoices: users only see the invoices they created themselves.

A distinction is made between reading, adding, editing and managing.

We recommend that new roles should not be given the right to change the settings or user permissions. This means you can prevent settings being changed or employees adjusting their own roles without your permission.