Create and manage user accounts

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

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

  • The type of user account you assign them

    You can assign the user an Admin or User account type. The Admin and User account types have limited access, as shown in the following table:

    Feature

    Domain account admin

    Admin

    User

    View the devices dashboard

    Yes

    Yes

    Yes

    Use SMART Remote Management features

    Yes

    Yes

    Yes

    Add users

    Yes

    Yes

    No

    Manage domain account settings

    Yes

    Yes

    No

    Delete the domain account

    Yes

    No

    No

    Note 

    The domain account admin is the one you created when you first set up SMART Remote Management and has complete access to the domain account.

    SeeCreate and activate a domain account

  • The permissions you grant them

    You can grant the user permissions to different features in SMART Remote Management. The permissions are independent of the assigned profile.

    Permission

    Description

    Telemetry

    View the device dashboard

    Settings

    Change a device’s settings remotely

    Remote View

    View (but not control) a device remotely

    Remote Control

    View and control a device remotely

    Power Manage

    Restart, shut down, or wake a device remotely

    Packages Install

    Install apps on devices

    Packages Manage

    Manage installation packages

    Device Location

    View a device’s current location

    Remote Execute

    Send remote execution commands and scripts to SMART Board interactive displays and Android and Windows devices

    Device List Manage

    Manage the list of devices in the Device view

    Device tags

    Add or remove tags from devices and groups.

    Billing

    View billing information in the domain account dashboard

    Account Config

    Manage domain account settings

    Device Lock

    Lock and unlock a device

    Device Wipe

    Return a device to factory settings

    Policies

    Add or remove allowlist, blocklist, and other policies to a device

  • The tags you assign to their user account

    You can assign tags to users to control which devices and other users those users can access in SMART Remote Management.

    Example 

    The user jperez@smarttechnologies is assigned the tag “1st Floor SMART Board” so can access only devices and users also assigned the tag “1st Floor SMART Board”:

    1st Floor SMART Board tag assigned to JPerez, RSmith, and SHong

    If you assign more than one tag to a user, the user can access only devices and users with the matching set of tags.

    Example 

    The user jperez@smarttechnologies is assigned the tags “1st Floor SMART Board” and “Science Lab SMART Board” so can access only devices and users assigned both of these tags:

    JPerez can access SMART Board 101 and RSmith but not SMART Board 102, SMART Board 201, or SHong

    If you don’t assign tags to a user, the user has access to all devices enrolled in SMART Remote Management and all users.

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 User iconUsers 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.

  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 User iconUsers 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.