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Table of Contents

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User Role TypeDescription
System Administrator
  • Able to invite Administrative and Business users
  • The first System Administrator must complete the Organization Onboarding
  • Can perform all activities that a Process Administrator or Content Administrator can perform
  • The first System Administrator acts as the connection between the organization and Smart ERP
Process Administrator
  • Configures the business process
  • Configures the business rules
  • Can perform all activities that a Content Administrator can perform
Content Administrator
  • Can add, modify, and remove content in the system
  • Ensures the correct content, policies, and information are available to be included in the onboarding process

Recruiter

HR Specialist
Help Desk Analyst
I-9 Specialist
  • Verifies the New Hire's employment eligibility information and documents
E-Verify Specialist
  • Initiates and manages the E-Verification process
Authorized Representative Remote I-9 User
  • Completes I-9 Section 2 on behalf of the employer

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2 Ways to Access Add New User/Contact

Menu Icon: The Menu Icon is used to display all relevant actions the current user is able to perform.
Image RemovedImage Added

Quick Links: If you are user you are able to access this page through the Quick Link 'Manage Users/Contacts.'


*Note: your organization can remove this link but it is provided as part of our delivered home page.

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