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Make a SmartFlow user account

To give a staff member access to SmartFlow, a practice manager must makes a user account for them.

To make the user account, do this procedure.
  1. Select the user account button.
    The user account button
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General settings screen.
  3. In the SECURITY section, select Users.
    The Users command
    SmartFlow shows a User management screen.
  4. Select + New user.
    The + New user button
    SmartFlow shows a New user dialog box.
  5. In the First name and Last name boxes, enter the name of the staff member.
    The First name and Last name boxes
  6. In the Email address box, enter the email address of your staff member.
    The Email address box
  7. In the Permission level box, select an applicable permissions role for the user account.
    The Permission level box
  8. To give the staff member access to SmartFlow University, select Enroll to SmartFlow University.
    The Enroll to SmartFlow University check box
  9. Select Create user.
    The Create user button
SmartFlow has the new user account. And SmartFlow sends the staff member a registration email. The staff member can use the email to sign in.
Note: When the staff member signs in for the first time, they must enter a password.