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Create Users

This guide explains how to manually create users in SmartLink.

Step 1: Access user management​

Go to the Users tab from the admin menu.

Click here to access user management

Click here to add a new user

Step 2: Open the creation page​

Click on the "Add a user" button in the toolbar to access the creation page. On this page, you can enter the information of the user you want to create. Alternatively, click on the Import button to add multiple users at once via a CSV file.

02.create-user-page

Step 3: Fill out the creation form​

Enter the user's email address. The first name and last name will be automatically suggested from the email, otherwise fill them in manually.

Enter the user's email address

The first name and last name are automatically filled from the email. You can modify them if needed.

First name is prefilled from the email

Last name is prefilled from the email

You can, if necessary, enter the user's phone number.

Enter the phone number (optional)

You can assign administrator roles to the user. Administrators have access to all management features in SmartLink.

Admin switch

Step 5: Add the user to the list​

Click on the "Add user" button to add them to the pending list on the right.

Click to add the user to the list

Step 6: Check the list of users​

The user now appears in the pending list on the right side of the page. You can add more users or proceed to confirmation.

User has been added to the list

Step 7: Confirm user creation​

Click on the "Confirm" button to create all pending users.

Click to confirm and create all users

Step 8: Manage folder access warning​

If no folder access is configured for users, a warning dialog box will appear. You can choose to continue or go back to assign folders.

Click on "Continue anyway" to proceed without folder access

Step 10: Verify the user​

After confirmation, you will be redirected to the user management page. The new user should appear in the list.

User has been successfully created