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:

  1. Click the avatar in the top right corner of the page (default avatar is a solid blue circle with your initials in white)
  2. Select Organisation Users from the menu
  3. Click the Add New User button Add New User Button
  4. Complete their contact information (first name, last name and email address) and assign a User Role
  5. Click the Invite User button
  6. Users will receive the below email, are asked to verify their email address and set a password

Email Invitation

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:

  1. Click the avatar in the top right corner of the page
  2. Select Organisation Users from the menu
  3. Scroll to find the user you would like to edit, click on the More Options button   against their name and then Edit
  4. Edit their details and click Save User Save Button