How to Access and Add User Roles in Company Accounts in SmartLink

Learn how to access and add user roles in your Company Account by following the instructions below

Step 1: Log in and Navigate to Company Account Settings

1. Log into Smartlinknetwork.com
2. Click the Settings button in the top-right corner of your SmartLink dashboard.
3. Select Company Account from the drop down menu.

Step 2: Access the User Roles Page

1. You will land on the User page by default.
2. Click on User Roles, located to the right of the User tab.

Step 3: Review Existing User Roles

• You will see a list of all existing roles.
• Each role displays:
  • The name of the role
  • The number of users assigned to it
  • The permissions associated with the role
• To learn what each permission does, hover over the blue box for a tool tip explanation.

Step 4: Create a New Role

1. Click Create New Role in the top-right corner.
2. Enter a name for the new role.
3. Choose permissions:
   • Select all permissions at once (a confirmation will appear), or
   • Check individual permission boxes
4. Click Create Role at the bottom right.
5. A success banner will confirm the new role has been created.

Step 5: Manage Existing Roles

• You can return to any role to edit its settings.
• Use the edit and cancel options as needed.

Step 6: Reassign Users to New Roles

1. Return to the User page.
2. Click Manage next to the user's name.
3. Use the drop down to change the user's role.
4. You may also create a new role from this page if needed.
5. Click Update Permissions, then click Update again.
6. A success banner will confirm the user’s new role assignment.

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