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Table of Contents

What is Add New User/Contact?

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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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The System Administrator has the option to enter a value for any of the fields in the Authorized Security Lookup.  This section uses Security Group look ups, just as the fields in Row Level Security.  If a value is entered, the user only sees the attribute values that are associated with the specified Security Group when they are prompted for the attribute.

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