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What is an Administrative User?

The Administrative Users are the users that configure the system for use by the Users and New Hires.

There are 3 System User Roles:

User Role TypeDescription
System Administrator
  • Able to invite Users
  • First System Administrator must perform the Organization Onboarding
  • Has both the Process Administrator's and Content Administrator's areas of control
  • Acts as the connection between the Organization and Smart ERP
Process Administrator
  • Able to perform all of the Content Administrator's actions
  • Configures the business process
  • Configures the business rules
Content Administrator
  • Imports and maintains content to be added or changed in the system
  • Ensures the correct content, policies, and information is being presented

A System Administrator can do everything a Process Administrator can do, plus User maintenance.  A Process Administrator can do everything a Content Administrator can do, plus onboarding configuration and homepage configuration.  A Content Administrator can perform any Content revisions.

Relationship between Administrative Users

 

 

What pages can Administrative Users access?

Each User Type can access different pages and actions within the Smart onboarding process.

A System Administrator can perform all actions.  A Process Administrator can perform all of the setup duties, while a Content Administrator can only perform Content related changes.

In short, a System Administrator can do everything a Process Administrator and Content Administrator can do.  A Process Administrator can do everything a Content Administrator can do. And a Content Administrator can only do Content changes.

Organization Management 

MenuActionSystem AdministratorProcess AdministratorContent Administrator
Organization Management(tick)(tick)(tick) 
 Organization Homepage Config(tick)(tick) 
 Theme Builder(tick)(tick) 
AuthenticationAuthentication Preferences(tick)  
 Manage Social Accounts(tick)(tick)(tick)
SecurityManage Security Groups(tick)  
Users/ContactsManage Users/Contacts(tick)  
PreferencesAttribute Preferences(tick)(tick) 
IntegrationDHS Client Setup(tick)  
 Provider Registration(tick)  
 Enable Third Party Providers(tick)  
 Generate API key(tick)  
Product SetupBenefit Program(tick)  
 Benefit Plans(tick)  
 Product Preferences(tick)(tick) 
 Process Defaults(tick)  
RevisionsCreate Revision(tick)(tick)(tick)
 Modify Process Revision(tick)(tick) 
 Modify Content Revision(tick)(tick)(tick)
 Review Process Revision(tick)(tick) 
 Review Content Revision(tick)(tick)(tick)
 Revision Insight(tick)(tick)(tick)
Reports/DashboardsOrganization Insight(tick)  
 I-9 Insight(tick)  
 User Insight(tick)  
 Work Assignment Insight(tick)  
My AccountManage Profile(tick)(tick)(tick)
 Manage Password(tick)(tick)(tick)
 Manage E-Pin(tick)(tick)(tick)
 Manage Challenge Questions(tick)(tick)(tick)
Alerts/NotificationsInbox(tick)(tick)(tick)
 Notification Preferences(tick)(tick)(tick)
My ProcessesMy Organization Onboarding(tick)  
 My User Onboarding(tick)(tick)(tick)
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