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Introduction

3
  • Overview of The Smart DMS
  • Getting Started with The Smart DMS
  • Understanding The Smart DMS Architecture

Common

33
  • Bookmarks
    • How To Add & Remove Bookmarks
  • Clients
    • How to Add a Client
  • Communication
    • Communication Overview
    • Settings
      • Communication Settings Overview
      • Email Settings
        • How to Configure Outgoing Email (SMTP) Settings
        • Email Templates
      • SMS Settings
        • SMS Shortcode & API Settings
        • SMS Message Templates
      • WhatsApp Settings
        • Official WhatsApp API Settings
        • WhatsApp Templates
    • Panel Banners
      • Panel Banners
    • WhatsApp
      • WhatsApp Overview
      • How to Setup a WhatsApp Web Session
      • How to Subscribe to System Updates in WhatsApp Groups
    • Web Push Subscribers
      • Web Push Subscribers Overview
  • Content Management
    • How To Add Content Such As FAQs & Guides
    • Content Management Overview in The Smart DMS
    • Categories
      • Managing Content Categories
    • Tags
      • Managing Content Tags
  • Logs
    • Tracking Actions: Understanding Logs in The Smart DMS
  • Notifications
    • How to Enable/Disable Notifications
  • Roles & Permissions
    • User Roles & Permissions Overview
    • Understanding Roles & Permissions Across Central and Tenant Panels
    • How To Create User Roles
  • Search
    • Using the Global Search Bar in The Smart DMS
  • Settings
    • Authentication
      • Authentication Settings
    • General
      • General Settings Overview
      • Do I Use Tenant-Specific or Central Settings
  • Users
    • How to Register a User
    • How To Update a User & Assign Roles
    • How To Bulk Assign User Roles
    • How To Update Your Profile
    • Biometrics
      • digitalPersona
        • How to Setup digitalPersona U.are.U 4500 Fingerprint Reader

Central

13
  • Main
    • Dashboard
    • Clients
      • Central Clients
    • Tasks
      • Central Tasks
    • Tenants
      • Tenant Overview — What Is a Tenant in The Smart DMS?
      • How To Create a Tenant
      • Updating a Tenant and Managing Assigned Users
      • Customizing Tenant Labels
    • Payroll
      • Payroll Overview
      • Commissions
      • How to View Your Account Balance
    • Policies
      • Managing Policy Categories
      • Managing Company Policies & Training Manuals in The Smart DMS
    • Subscription
      • How To Renew Your Smart DMS Subscription

Tenant

34
  • How To Access Different Tenants
  • Tenant Dashboard
  • Attendance
    • Attendances
    • Devices
      • Supported Biometric Devices
    • Settings
      • Attendance Settings
  • Ecommerce
    • Products
      • How To Create Simple Products
      • How to Create Cable Products in Bulk
      • How To Create Variable Products In Bulk
    • Requisitions
      • How To Request Store Items
      • How To Approve Requisition Items
      • How To View Inventory Used in a Task
  • Human Resource
    • Employees
      • How To Update Employees
  • Marketing
    • Marketers
      • How to Create a Marketer
    • Commissions
      • Commissions Overview
      • Uncommissioned Tasks
  • Payroll
    • Advance
      • How Employees Can Request a Salary Advance
      • How To Approve A Salary Advance Request
    • Deductions
      • Employee Deductions
  • Tasks
    • Task Types
      • Task Types Overview
      • How To Create Task Types
    • Task Management
      • Task Statuses Overview
      • How To Create Tasks
      • How To View Unassigned Tasks
      • How To Start a Task
      • How To End a Task
      • How Employees Can Mark a Task as Bounced
      • How To Mark Tasks as Bounced in Bulk
      • How To View Inventory Used in a Task
      • How To Mark a Task as Complete / Done
    • Settings
      • Task Settings
  • Workflows
    • How To Approve Or Decline Transition Requests in Bulk
    • What are Workflows and Transitions?
    • How to Create a Workflow
    • How to Approve or Decline a Transition Request
  • Home
  • Documentation
  • Common
  • Users
  • How to Register a User
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How to Register a User

< 1 min read

User management in The Smart DMS is centralized. All users—whether they’ll operate in the Central Panel or within specific Tenant Panels—are first created at the Central level and then assigned roles or Tenant access as needed.

How Users Are Added #

  1. Direct new users to register at
    👉 yourcompany.thesmartdms.com/register
  2. After registration, users must verify their account via the confirmation link sent to their email.

Assigning Users #

Once verified, you can:

  • Assign roles within the Central Panel (e.g., admin, support staff).
  • Assign users to one or more tenants, depending on their responsibilities.

Tip: Central roles determine access to global features like Tenant management, messaging, and payroll summaries, while Tenant roles manage access to operational features inside that Tenant (e.g., HR, Tasks, Inventory). Learn more here.

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How To Update Your ProfileHow To Update a User & Assign Roles
Table of Contents
  • How Users Are Added
  • Assigning Users

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