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Introducing

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Introducing

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  1. Smartforms (Essentials)
  2. Getting Started
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Smartforms First Use Overview

Javier Jiménez
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Who is this article for?

 Primary Admins configuring their Organisation for the first time

Before you start creating your Ops, there are some quick steps you need to go through to correctly configure your Organisation:

  1. Add a Place
  2. Add a Team and a Position
  3. Add a Staff member

Once you have done these, you will be able to create Ops and define where they should be carried out (which Place) and by whom (which Staff and/or Teams).

Note: You can review How to Navigate the WebApp for further information

1. Add a Place

Navigate to the Settings > Places to start entering your first Place.

In the example below, you can see a basic structure for a business comprising of two main Places and two internal locations in each one.

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Note: For more information check our Add and Organise New Places article

2. Add a Team and a Position

Navigate to Settings > Advanced > User Set Up, and add at least a Team and then a Role by switching between the Teams and Positions tabs at the top.

image__5_.png

Note: For more information check our Add and Teams and Positions article

3. Add a Staff member (and assign a Place & Positions)

Navigate to Settings > Users > Staff to invite your employees to the platform and allow them to start using Smartforms.

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Reminder: For more information check our Add Users article

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