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What is User Onboarding?
In order to To use the Smart Onboarding system, all users must agree to Smart ERP's Electronic Disclosure for System Use. When you log into the system initially, you must E-sign the Electronic Disclosure form. Until this is done, you cannot use any of the Smart Onboarding features.
Where does User Onboarding occur?
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This is a one-time requirement and must be completed during the user's initial login. Access to Smart Onboarding features will only be granted after completing this User Onboarding process.
When do you need to complete the User Onboarding process?
User Onboarding should be completed after you finish the self-registration and create your login account.
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How do you access the User Onboarding process?
When you log into the system for the first time, the welcome page displays will display as below. Click the "Get Started" button . and the Electronic Disclosure for System Use page will be presented.
Note: The user You may encounter additional verification steps (Challenge questions & two , such as challenge questions and two-factor authentication) , before reaching the welcome page if these features are enabled in the organization.
| Get Started Button |
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The Electronic Disclosure for System Use page is presented.
What do you need to do to complete the User Onboarding process?
Smart ERP requires that you read, understand, and acknowledge the terms and conditions of system use.
What activities are included in the
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User Onboarding process?
User onboarding process consists of 2 activities:
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- Electronic Disclosure
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- Complete User Onboarding
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- Click on Log Out button
To complete the Electronic Disclosure, check the acknowledge acknowledgment checkbox and click the Electronically Acknowledged "Electronic Acknowledgment" button.
| Electronic Disclosure Activity |
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Your User Onboarding is complete. You must Log Out log out and log in again to begin start using the system.
| Complete User Onboarding Activity |
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The user You will also receive the following email after completing the User Onboarding process.
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If the user is the initial System Administrator for the organization, the contact details will not be included in the email since the organization and user contacts have not been created yet.
Only after the Organization Onboarding is completed by the initial System Administrator, the organization will be activated, allowing the System Administrator to start creating user contacts.
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What happens after User Onboarding?
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| Scenario | Action |
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| You are the first System Administrator for your Organization |
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| You are any other Useruser |
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