In order 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.
| User Onboarding |
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When you log into the system the first time, the welcome page displays as below. Click the Get Started button.
Note: The user may encounter additional verification steps (Challenge questions & two factor authentication) before welcome.
| Get Started Button |
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The Electronic Disclosure for System Use page is presented.
Smart ERP requires that you read, understand, and acknowledge the terms and conditions of system use.
User onboarding consists of 2 activities:
| Activity | Behavior |
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| Electronic Disclosure |
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| Complete User Onboarding |
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To complete the Electronic Disclosure, check the acknowledge checkbox and click the Electronically Acknowledged button.
| Electronic Disclosure Activity |
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Your User Onboarding is complete. You must Log Out and log in again to begin using the system.
| Complete User Onboarding Activity |
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The user will receive the following email after completing the User Onboarding.
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If the user is the initial System Administrator for the organization, the email looks like below:
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There are 2 things that can happen after User Onboarding:
| Scenario | Action |
|---|---|
| You are the first System Administrator for your Organization |
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| You are any other User |
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