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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

Create

Review

Miscellaneous SetupWork Assignment
Authentication
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
  • Company Report
  • Candidate Insight
  • Revision Insight
    • Organization Insight
    • I-9 Insight
    • User Insight
    Storage
    • Work Assignment Insight

    Alerts/Notifications

    Utilities

    My Profile

    Storage

    • Storage Preferences

    My Profile

    Security

    My Account
    • Manage Profile
    • Manage Password
    • Manage E-Pin
    • Manage Challenge Questions

    Authentication

    Linked Social Accounts

    Signatures

    Personalization

    Notifications

    • Inbox

    Alerts/Notifications

    • Inbox

    • Notification Preferences

    My Processes
    • My Organization Onboarding


    Sample System Administrator Menu

     

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