home

Browse documentation

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Give staff access to SmartFlow without SmartFlow University

If it is not necessary for staff to complete SmartFlow University before they use SmartFlow, a practice manager can give them access to SmartFlow directly.

To give staff access without SmartFlow University, do this procedure.
  1. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General screen.
  3. In the SECURITY section, select Users.
    The Users command
    SmartFlow shows a Users screen.
  4. In the row of the applicable user account, select Activate in the SFS ACCOUNT column.
    SmartFlow shows an Activate account window.
  5. Select Activate account.
The staff member can use SmartFlow.