How to Access User Goals in Company Accounts in SmartLink

Learn how to access and manage user goals within your SmartLink Company Account by following the instructions below

Step 1: Log into SmartLink and Access the Company Account Page

1. Navigate to smartlinknetwork.com and sign in.
2. In the top-right corner, click on Settings.
3. Select Company Account from the top-left menu to access the user page.

Step 2: Navigate to the User Goals Page

• From the company account page, click on the User Goals tab located next to Settings.

Step 3: Review Current User Goals

• On the User Goals page, you will see:
  • The user’s name
  • Login email
  • Role in the company account
  • Any existing monthly goals

Step 4: Set a New Goal for a User

1. Click Set Goal under the Action column next to the desired user.
2. Choose the type of goal:
   • Inspections: Enter a number for how many inspections per month (e.g., 10).
   • Proposals: Set a proposal value, accepted value, or acceptance rate.
3. Use the arrow buttons or type in values manually.
4. Click Set Goal to save.

Step 5: Remove or Update Goals

• To remove a goal:
  1. Click Set Goal again for that user.
  2. Change the value to 0 and click Set.
• A green banner will confirm that the goal was updated or removed successfully.

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