Users and acces

Manage roles, employees, login methods, and account access.

Use Users and acces to control who can use OutSmart and what they can do.

This includes roles, employee records, usernames, passwords, and sign-in options.

Need help signing in? See Login & Security Troubleshooting.

What you manage here

• roles and permissions
• employee accounts
• login methods, including SSO

Start here

• Create a role — define what users can do.
• Add an employee — create the employee record.
• Set a username and password — choose the right sign-in method.
• Enable SSO for an employee — let users sign in with a supported provider.

Why access setup matters

Clear roles reduce mistakes and keep data secure.

They also help each user see only the parts of OutSmart they need.

What to set up first

A typical setup starts with:

1. creating a role
2. adding the employee
3. setting the login method

Some settings are only available to administrators or users with similar rights.

Recommended order

1. Start with Create a role.
2. Then add an employee.
3. Finish with set a username and password or enable SSO for an employee.

Related topics

• BackOffice