How to Build a Company Account in SmartLink

Learn how to create a Company Account in SmartLink Network by following the instructions below

Step 1: Complete the Account Setup

1. Log in to your SmartLink account at smartlinknetwork.com
2. If you haven’t already, continue with a personal account.
3. If you are adding a coworker, enter their email address and wait for them to approve you.
4. After completing the personal account setup, you will land on the Site Page with a welcome message.

Step 2: Access Company Account Settings

1. Click on the Settings button in the top right corner.
2. Select Company Account from the drop down menu.

Step 3: Add Users to Your Company Account

1. On the Company Account User Page, click on the Add Users button in the top right.
2. Enter the email address of your employee, coworker, or technician.
3. Select the appropriate role for the user.
4. Click Add User.
5. When prompted, click Yes to send the invitation.
6. A pending invitation for the entered email address will now appear with a yellow bubble.
7. After they accept the invitation, they'll be added to the company account.

Step 4: Confirm User Status

1. Once the invited user accepts the invitation, their role will appear with a white background.
2. You will see the user’s name and email displayed on the User Page.

Step 5: Customize Your Company Account Settings

1. Go to the Settings button in the top right.
2. Update the Company Name if needed.
3. Upload a Company Logo by selecting an image file and clicking upload.
4. Update the Company Address by typing it in and clicking update.
5. If the address is recognized, it will auto-populate. Click Update to save.
6. A confirmation message will appear once the information is validated.

Step 6: Manage Company Account Options

1. Access additional company account options, including:
   • Subscriptions: Set up or manage payment methods for SmartLink Air Cards.
   • Invoices: View past invoices.
2. Click on User Roles to adjust permissions for different users.
   • Choose from roles like Installer or Billing Admin with pre-selected permissions.
   • Customize Standard User permissions using the descriptions provided.
   • After making your selections, click Update Role to apply the changes.
3. Click on User Goals to set individual user goals
   1. To set a user goal, go to the User Goals section.
   2. Select the desired user.
   3. Enter a goal. For example:
      1. Monthly Inspection Goal: Set to 4 inspections per month (1 per week).
   4. Click Set Goal to save.

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