Managing administrators

Three roles are available in the SMART Admin Portal: admins, supervisors, and tech instructors. Depending on the role assigned, users can do one or more of the following:

Activate software subscriptions

An admin can activate a software subscription using a unique URL provided in the purchase confirmation email.

Manage administrators

An admin can add and update administrators for the organization. The signed-in portal user can remove administrators from an organization only if the portal user is an admin in that same organization.

Manage organizations

An admin can update organization details.

Manage users

An admin or tech instructor can provision (add) or remove users manually or with an auto-rostering tool.

The following table summarizes the functions available to each role.

Role

Claim software subscriptions

Manage administrators

Manage organizations

Manage users

Admin

Tech instructor

Supervisor

Note 

Supervisors can only view information.

  1. Click the Organization tab.

  2. Click Administration.

    OR

    ClickAdministrators beside the organization to which you’re adding the administrator.

  3. Click Invite.

  4. Enter the administrator’s first name, last name, email address, organization, and role.

    Note 

    If the administrator has already been added, you can’t invite them again, but you can edit their information.

    SeeUpdating an administrator’s information.

  5. Select the administrator’s organization(s) and role.

    Note 

    If you select multiple organizations, you can click the Customize role per organization button to assign the administrator different roles for each organization.

  6. Click Send Invitation.

    If the administrator is already using the SMART Admin Portal, they receive a pop-up invitation next time they sign in. If they are not yet a user, they receive email instructions for signing up for a SMART Account and accessing their organization.

Tip 

To quickly view the administrators for an organization, clickAdminstrators.

  1. Click the Organization tab.

  2. Click Administration.

  3. Use the drop-down to filter by role.

    OR

    Use the field below to search by name or email address.

  4. Click the administrator’s name to view their information.

Important 

An organization must have at least one admin.

Note 

To remove an administrator from an organization, you must be an admin in that organization.

  1. Click the Organization tab.

  2. Click Administration.

  3. Select the administrator you want to remove.

  4. Click Remove to confirm you want to remove the administrator.

    The next time they sign in, the administrator receives a pop-up notification that they have been removed from multiple organizations.

  1. Click the Organization tab.

  2. Click Administration.

  3. Click the administrator’s name.

  4. Under Organizations, clear the check box of the organization from which you want to remove the administrator.

    Note 

    To remove an administrator from an organization, you must be an admin in that organization.

  5. Click Update to confirm the changes.

    The next time they sign in, the administrator receives a pop-up notification that they have been removed from the organization.

  1. Click the Organization tab.

  2. Click Administration.

  3. Click the administrator’s name to see their information and update their organizations and roles.

    Tip 

    Updating the Role field gives the administrator one role across all organizations. Use the Customize role per organization button to choose different roles for the administrator within each organization.

  4. Click Update to confirm the changes.

    The next time they sign in, the administrator receives a pop-up notification that tells them their permissions have changed.

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