Note: Only authorised superusers can create new user accounts in SME Professional. For guidance on how to become a superuser, please click here.
To view the current system superuser(s), go to Admin > View all employees and look at the Access rights column, they will show with level 0.
Creating a new user
Go to Admin > View all employees
Click on Admin page
Go to Users > Add user
Username: Enter a username for the new account. Please do not use any numbers, spaces, or special characters, such as apostrophes and hyphens
Password: Click on the blue arrow icon to create a secure password. For the highest level of security, a randomly generated password is created rather than using custom passwords
Access rights: Select the relevant level of access rights for the new user. Level 0 (superuser - access to all system pages and ability to update company details/create new users) is the highest level available and 5 is the lowest which excludes all financial related pages
If you would like further information on the levels of access available, please email our setup team at [email protected]
Email address: This will populate the Work email address field within the user's employee details. This field should be populated if the User must update their password upon their next logon checkbox is ticked.
User must update their password upon their next logon: When ticked, the new user will receive a reset password email to their work email address the next time they log in.
At this point, note the username and password. (If you wish to copy the password, please select the copy icon
or triple-click on the password text to highlight it.) Click Add