Managing users

After setting up the domain account for your organization, you can create and manage users.

A user’s access to SMART Remote Management varies according to the following factors:

You can create an account with a password for a user in SMART Remote Management or allow the user to sign in to SMART Remote Management using a Google or Microsoft account.

To create an account with a password for a user

  1. Click Users to open the Users view.

  2. Click Add new user.

    The New user window appears.

  3. Select Viso user in the Select user drop-down list.

  4. Type a name, email address, and password for the user.

    Notes 

    • The user name must be in the following format:

      Copy
      username@domainname

      Remember to use only lowercase letters and numbers.

    • The domain name is the one you used to create the domain admin account when you registered for SMART Remote Management:

      Registration page with domain name highlighted
  5. Select a user type for the user from the User type drop-down list.

  6. OptionalIf the user should see SMART Remote Management in a language other than the default, select a language from the language drop-down list.

  7. OptionalIf you want to limit the user’s access to devices and other users with assigned tags, type a name of each tag you want to assign to the user in the Add a tag and press enter box and press ENTER.

  8. Click Change User Permissions.

    The User permissions window appears.

  9. Disable any permissions you don’t want to grant to the user and click Confirm.

  10. Click Confirm.

To allow a user to sign in to SMART Remote Management using a Google or Microsoft account

  1. Click Users to open the Users view.

  2. Click Add new user.

    The New user window appears.

  3. Select Google account or Microsoft account from the Select user drop-down list.

  4. Type the email address associated with the Google or Microsoft account in the Email address box.

    Note 

    SMART Remote Management sends an email to this address.

  5. Select a user type for the user from the User type drop-down list.

  6. OptionalIf the user should see SMART Remote Management in a language other than the default, select a language from the Select language drop-down list.

  7. OptionalIf you want to limit the user’s access to devices and other users with assigned tags, type a name of each tag you want to assign to the user in the Add a tag and press enter box and press ENTER.

  8. Click Change User Permissions.

    The User permissions window appears.

  9. Disable any permissions you don’t want to grant to the user and click Confirm.

  10. Click Confirm.

    SMART Remote Management sends an email to the email address you specified in step 4. The user can then click Confirm my account in the email to confirm the use of the Google or Microsoft account to sign in to SMART Remote Management.

    Important 

    A Google or Microsoft account can be linked to only one SMART Remote Management domain. If you want to link a Google or Microsoft account to another domain, you must first remove it from the first domain.

    Note 

    If the user doesn’t receive the email from SMART Remote Management, click the user’s row in the Users view, and then click Resend confirmation email.