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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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Note: A System Administrator does not have access to New Hire process information. They do not have access to the invitation or the Candidate Console.

Menu CategoryMenu Item
My
Organization
Organization
Management

Users/Contacts

Authentication

Security

Preferences

Storage

Integration

Product Setup

My Work
Authentication

Create

Review

Miscellaneous Setup

Reports/Dashboards

Alerts/Notifications

Utilities

My Profile

Storage

  • Storage Preferences

My Profile

Security

  • Manage Password
  • Manage E-Pin
  • Manage Challenge Questions

Authentication

Linked Social Accounts

Signatures

Personalization

Notifications

  • Inbox
Menu Category
Menu Item
Manage Revisions
Add or Update Revision Revise Configuration Revise Content
Current Setup
Review Configuration
 
Review Content
Manage Users and SecurityManage Users/ContactsMy ProfileMy ProfileReports/Dashboards
Candidate Insight
 My Company 
Work Assignment
 I-9 Insight User InsightMisc. Setup

Organization Homepage Config

 Organization Management Attribute Preferences Smart I-9 DHS Client Setup Organization Theme Builder Product Related Preferences Provider Registration Enable Third Party Providers Define Benefit Plan Manage Security GroupsUtilitiesProcess Monitor
Security
Users/Contacts
Preferences
Integration
Product Setup
Revisions
  • Create Revision
  • Modify Process Revision
  • Modify Content Revision
  • Review Process Revision
  • Review Content Revision
  • Revision Insight
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

Alerts/Notifications

  • Inbox

  • Notification Preferences

My Processes
  • My Organization Onboarding


Sample System Administrator Menu

 

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