Adding users
The user management panel enables Administrators to add new users and change roles (permissions) for existing users. To add users to your organisation follow the below steps:
- Click the avatar in the top right corner of the page (default avatar is a solid blue circle with your initials in white)
- Select Organisation Users from the menu
- Click the Add New User button
- Complete their contact information (first name, last name and email address) and assign a User Role
- Click the Invite User button
- Users will receive the below email, are asked to verify their email address and set a password
Note: New users will have a status of unverified until they click on Get Started on their SmarterWorks Welcome email and set a password.
Adding multiple users
You can also add multiple users in one go by uploading a CSV file containing the new users’ details. Follow the instructions above, selecting the “Upload CSV” option.
Click here to download a sample CSV file
The role column must be one of these values: –
- ORGUSER – A basic user
- ORGPUBLISHER – A data publishing user
- ORGADMIN – An organisation administrator
Edit users
To edit the details of your users:
- Click the avatar in the top right corner of the page
- Select Organisation Users from the menu
- Scroll to find the user you would like to edit, click on the More Options button against their name and then Edit
- Edit their details and click Save User