Verifying user accounts is not required when the AUTOMATIC REGISTRATION feature is selected. Find out more here.
Step 1
Go to ADMIN in the menu on your left and click on USER MAINTENANCE.
Step 2
Click on FILTERS, and select CUSTOMER and TO VERIFY. Click on APPLY FILTER.
NOTE: Whenever a user registers, the Quote Manager will receive a notification via mail. (if no Quote Manager has been assigned, the notification will be sent to the QM of the next scope level). When following the link in this mail, steps one and two are not necessary anymore.
Step 3
Click on the ORGANIZATION tab. If the greyed-out box that reads ‘ERP’ is unchecked, it means that no data from ERP has been pushed to SMARTLINK. Therefore, the correct organization could not be automatically linked to the user. Click on SELECT A COMPANY.
Step 4
Copy-paste the machine serial numbers hint into the search bar. Select the company and click on SELECT.
NOTE: the hints show you what the user has submitted during the registration. If they selected the wrong service provider, you can redirect the user to the right service provider by clicking on RE-ASSIGN USER.
Step 5
After selecting the right organization, you get a final overview of the details. Confirm by clicking on SAVE. The ORGANIZATION tab will turn black, meaning organization details are verified.
Step 6
Switch to the USER-tab. Select the correct role and check the user details. Make sure that the correct land code is selected. When all information is correct, hit SAVE. The verification is now complete. The user status will change from ToVerify to AccessGranted, meaning that the system can be entered. After the first time logging in, the user status will change from AccessGranted to ACTIVE.
| Do not click on MAKE INACTIVE and then on MAKE ACTIVE again. This will cause an error in the verification process. |
For the full tutorial on user-registration, click here.
