|Applicable To:||Account Owner||Account Admin||Contributor||Reader||Self|
TABLE OF CONTENTS
- Get Started - Company Profile
- Operating Locations
- User Groups
- Next Steps
- Need more Assistance?
Wanting to get started now? Follow this article to begin sign up.
Within this article we will explain the preliminary steps required to gain access to Smartek
- Complete your Company Profile
Get Started - Company Profile
1. Using the Get Started Checklist on the centre of your page, click the first item "Complete your Company Profile"
You will then be taken to a page where you can fill in the information required.
Please make sure all tabs on the left hand side are completed.
From this tab add your locations. Where does your company operate? This is important for us to know so that we can apply the correct compliances to your company and ensure you have a tailored experience.
A Role is an attribute assigned at a company and employee level which allows you to use Smartek to configure compliances, inductions, and more to a workforce.
From this tab assign all roles that apply to your company and the services it provides. Once the roles have been set at the company level, you will be able to assign them at the employee level as well.
Does your company have a large workforce that requires access to Smartek? Use this tab to group your employees.
For example add groups such as;
- HR Team
- Admin Team
- Split by State or Country - Australia, NZ, US,
Once you have defined User Groups have been defined at the Company level, you will be able to apply at the Employee level as well.