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Table of Contents

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A System Administrator is responsible for all user creation and maintenance, as well as being able to configure all aspects of the Smart Onboarding system, and add or modify content in the system.  You can have as many System Administrators as you like in your organization.  The first user in the system is the default contact with Smart ERP for Smart Onboarding.  You can change this default contact in Organization Management.

System Administrator High Level Responsibilities
  • Make configuration changes in the system from Homepage design to onboarding activities. Process Administrators can perform these duties as well.
  • Make content changes in the system. Process Administrators and Content Administrators can perform these duties as well.
  • Troubleshoot issues within the system.
  • Invite other organization users as Process Administrators, Content Administrators and Business Users.
  • Maintain all user accounts in the system.
  • Do not typically work with New Hires.
  • Work with Business Users to gather requirements for the onboarding system.

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Menu CategoryMenu Item

Organization Management


  • Organization Management
  • Organization Homepage Config
  • Theme Builder
Authentication
  • Authentication Preferences
  • Manage Social Accounts
Security
  • Manage Security Groups
Users/Contacts
  • Manage Users/Contacts
Preferences
  • Attribute Preferences
Integration
  • Centralized DHS Setup
  • DHS Client Setup
  • Provider Registration

  • Enable Third Party Providers

  • Generate API key
Product Setup
  • Benefit Program 
  • Benefit Plans 
  • Product Preferences 
  • Process Defaults
  • I-9 Legal Entity Driver
Revisions
  • Create Revision
  • Modify Process Revision
  • Modify Content Revision
  • Modify Attribute Revision
  • Review Process Revision
  • Review Content Revision
  • Review Attribute RevisionReview
  • Revision Insight
License and Certification
  • License and Certification Pref
  • Define License Codes
Invitations
  • Invitation insight
Reports/Dashboards
  • Organization Insight
  • I-9 Insight
  • User Insight
  • Work Assignment Insight
My Account
  • Manage Profile
  • Manage Password
  • Manage E-Pin
  • Manage Challenge Questions
  • Invitation Personalization

Alerts/Notifications

  • Inbox

  • Notification Preferences

My Processes
  • My Organization Onboarding
  • My User Onboarding
Feedback
  • View Feedback

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Sample System Administrator Menu

 

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