Table of Contents
Step 1: Place Your Order #
To begin using The Smart DMS, you must first place an order through our official onboarding channels.
You can:
- Visit thesmartdms.com and complete the signup form
- Or contact our support team directly via WhatsApp or email to initiate the setup
Once we receive your order, our team will:
- Review your business type and requirements
- Assign you to the right modules (e.g., ISP tools, HR tools, inventory management)
- Set up your dedicated environment
Step 2: Domain & Tenant Setup #
Every business is set up as a separate Tenant in our system to ensure data isolation, privacy, and performance.
We’ll provision:
- A custom domain/subdomain just for you
(e.g.,yourcompany.thesmartdms.com) - Your Tenant-specific database and configuration
- Your admin user account (with login credentials)
This process usually takes 1 business day after your order is confirmed.
Step 3: Receive Your Welcome Email #
Once setup is complete, you’ll receive a Welcome Email containing:
- Your login URL
- Admin username and temporary password
- Basic onboarding instructions
- Link to this Knowledge Base
Step 4: Request Onboarding Support (Optional) #
If needed, our team can provide:
- A walkthrough of your dashboard
- Help with creating your first tasks or clients
- Training for your team
- Module customization
You can request this through:
- The Support section on your dashboard
- WhatsApp/Email provided in your Welcome Email
