How to Access and Add Users in Company Accounts in SmartLink

Learn how to access and add users in your 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 to access the users page.

Step 2: Review Existing Users

• On the users page, you will see the following information for each user:
  • Name
  • Email
  • Role
  • Last login
  • Actions (Manage or Remove users)

Step 3: Add a New User

1. Click on Add User in the top-right corner.
2. Type the user’s email address into the provided field.
3. If adding multiple users, separate each email with a comma and space.
4. Select the user role (Standard User, Installer, Billing User, or any custom roles you have).
5. Click Add User to proceed.

Step 4: Review Invitation Information

• A pop-up message will inform you that adding users to the company account does not grant them access to your sites.
• Manage site access separately from the site page, where you can assign users to specific sites.

Step 5: Invite the User

• After adding the user, click Invite Users.
• A yellow invitation bubble will appear next to the user’s role.
• The user will receive an invitation email with an Accept Invitation button.

Step 6: User Acceptance and Confirmation

• The invited user must click the Accept Invitation button in their email.
• After accepting, their status will update, and the invitation bubble will be replaced with the user role bubble (e.g., Standard User).

Still Need Help?

If you have any questions, please email us at support@weathermatic.com or call us at 888-484-3776.

Thank you!

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