SMART Manager

Staff Overview

The staff tab allows you to add, edit and remove staff members. Each user will need to be added here to allow them a unique email and password combination to access SMART Manager and SMART Apps. The staff can be assigned varying levels of access to the software features based on their role.

By selecting a staff member from the list on the left-hand side of the screen you can view the details for that staff member’s profile. This includes contact details, depots, and sites they are assigned to. Your account will have a cap on staff accounts (normally 5), you can purchase additional staff capacity by speaking to Sales. Once you have reached your cap the software will no longer permit you to add additional staff accounts or reopen deleted staff accounts.

Permissions and Roles

There are currently 10 available staff roles. Please see each role title and details of the different access available to a staff member of that role. You can find the roles breakdown in the staff section by clicking the Green icon in the top right of the screen. Please note the Scaffolder role is just for recording labour time in Timesheets and cannot log in or access the software.

Staff Role View Depots View Sites Can view reports Add / Edit Sites Add / Edit Staff Add / Edit Customers Edit Mobile App list Edit Timesheet Edit Submitted Timesheet Timesheet Reports
Admin All All Yes Yes Yes Yes Yes Yes Yes Yes
Depot Admin Only assigned Depots All sites within assigned depots Yes Yes Yes Yes Yes Yes Yes Yes
Regional Manager Only assigned Depots All sites within assigned depots Yes Yes Yes Yes Yes Yes Yes Yes
Site Supervisor Only assigned Depots Only assigned Sites Yes Yes No No Yes Yes No Yes
Estimator Only assigned Depots Only assigned Sites Yes No No No No No No No
Inspector Only assigned Depots Only assigned Sites Yes No No No No No No No
Safety Manager Only assigned Depots All sites within assigned depots Yes No No No No No No No
Contracts Manager Only assigned Depots Only assigned Sites Yes Yes No Yes Yes Yes Yes Yes
Payroll Officer Only assigned Depots Only assigned Sites No No No No No No No Yes
Scaffolder No No No No No No No No No No
Adding Staff

  1. Click on the Plus Button

    To add a new member of staff, click the “Add staff” button located in the top right of the staff section. The maximum number of staff you can add will depend on your subscription. If you have reached your maximum a message will display when you try to add additional staff.

  2. Type in the designated fields

    This will open the “add staff” dialog. Complete the fields displayed.

    The Name of the staff member will appear on all inspections/handovers created by this user.
    The Company Position of the staff member will be displayed on all inspections/handovers created by this user.
    The Quick ID will become a suffix on scaffold numbers when the user adds a scaffold from either of the mobile apps.
    The Staff Role will denote the level of access the new staff member has to SMART Manager and SMART Apps, for more details on the options in the roles drop-down click here.
    Email addresses entered here will be the email address they use when they log in to SMART Manager, SMART Inspector, SMART Handover and SMART Estimator. It’s important to use a valid email as this will be used for resetting forgotten passwords and receiving email reports.
    The Password you enter here will become their password to access SMART Manager, SMART Inspector, SMART Handover or SMART Estimator. They can change this when they log in to SMART Manager.
Editing Staff

  1. Click on the Pencil Button

    To edit an existing staff member locate them by using the search bar or scrolling on the list to the left-hand side of the staff screen. Once you have opened the staff profile, click the “Edit staff” button on the right of the section.

  2. Make your amendments

    This will open the “Edit staff” dialog, just like when you add staff members here you can amend the staff member’s details such as name, log in details and role. Once you have completed your changes click “✓ Save” to save and close the dialog.

Deleting Staff

  1. Click on the Pencil Button

    To delete an existing staff member, locate the staff members entry by using the search bar or scrolling on the list to the left-hand side of the staff screen. Once you have opened the staff profile, click the “Edit staff” button on the right of the section.

  2. Scroll down and delete

    This will open the “Edit staff” dialog. Click the red “Delete account” option and then click the “✓ Save” button to save and exit the dialog.

  3. Staff Member deleted

    The staff member will now show as deleted and be hidden from the staff list on the left-hand side of the screen. They will no longer be able to access SMART Manager, SMART Inspector, SMART Handover or SMART Estimator data with this account. To locate a deleted staff account, click the “Show deleted staff” icon to the right of the search bar to reveal the hidden deleted accounts.

Recovering a deleted Staff Account

To reinstate a deleted account, simply select the user from the list, click the “Edit staff” icon to open the “Edit staff” dialog and click the “Reopen account” option in red. If you have reached you r maximum staff allowance, you will not be able to reinstate a user until you have deleted a staff account or upped your limit (you can do this by talking to Sales).

Back to Help Centre