What is User Onboarding?

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.

Where does User Onboarding occur?

User Onboarding

How do you access User Onboarding?

When you log into the system the first time, click the Get Started button.

Get Started Button

The Electronic Disclosure for System Use page is presented.

What do you need to do to complete User Onboarding?

Smart ERP requires that you read, understand, and acknowledge the terms and conditions of system use.

What are the activities of User Onboarding?

User onboarding consists of 2 activities:

Activity	Behavior
Electronic Disclosure	Check the acknowledge checkbox and click the Electronically Acknowledged button.
Complete User Onboarding	Click on Home to finish and proceed

The user may encounter additional verification steps (Challenge questions, two factor or e-Pin verification) in case the fields are enabled in Authentication Preferences.

To complete the Electronic Disclosure, check the acknowledge checkbox and click the Electronically Acknowledged button.

Electronic Disclosure Activity

Your User Onboarding is complete. You must Log Out and log in again to begin using the system.

Complete User Onboarding Activity

What happens after User Onboarding?

There are 2 things that can happen after User Onboarding:

Scenario	Action
You are the first System Administrator for your Organization	You must complete your Organization Onboarding
You are any other User	You can begin using the system