0. An administrator (or a SmartTrackers superadmin) creates a user at Settings>People. It is crucial that this user gets one or more role(s) assigned. The user is invited (by administrator (or a SmartTrackers superadmin)) and therefore receives our invitation email ("You are invited to SmartTrackers" from SmartTrackers: info@smarttrackers.nl)
1. You open the invitation email and click (this must be done within 30 days) on the Accept invitation link
2. After this you are not yet logged in and are therefore on the SmartTrackers login page (with the Visma Connect block with the button “Log in with Visma Connect” and the Create account link)
3. If you do not have an account yet, ignore “Log in with Visma Connect” and click Create account.*
(if Create account is not available you may need to click the encircled disclosure arrow shown below; the red text translates as "Create account is hidden here")
*(If you see no Create account option you need to click on the symbol that is framed in a little circle, to the left of where your email adress is)
4. You go to the Visma Connect registration page and enter your first name, last name, email address, language and country and solve the recaptcha.
5. Click on the Registration button
6. You will see the Thank You page: “Thank you for registering. Check your inbox.”
7. You will receive an email from Visma Connect to complete the account creation (Welcome to SmartTrackers from SmartTrackers by Visma <do.not.reply@email.connect.visma.com>"
8. You open this email and click (within 24 hours) on the Activate account button
9. You will land on the Visma Connect password setting screen; enter a password that meets the requirements of Visma Connect, twice. Then click on the Set password button.*
10. You will return to the SmartTrackers login page, but you are not yet automatically logged in with us.
11. Click on the green Log in with Visma Connect button and you are immediately logged in.
12. You will then arrive at Measurements, on the page to accept the invitation. On this page, click the Accept button. You can get started now.
(Sometimes you need to click the link in the invitation mail again to make the Accept button appear on the website)
Notes, troubleshooting:
*SmartTrackers never sends you a password. For security reasons, you must enter it yourself. If you don't receive an email using the Forgot your password? option, you are not yet registered in the system and must first create an account or follow the process described above. Steps 3 through 9 are crucial.
Other possible causes:
The email ended up in your spam or junk mailbox.
You are looking in the wrong mailbox. The email address in our system could belong to a colleague, or it could be the general company email instead of your personal email, or vice versa. The address you have in our system is the mailbox you should check. You can find the email address in the invitation email (addressee).
-----------
Did you accept the invitation from the system? The person who sent the invitation can check whether this has happened in the user management. You can also contact the servicedesk for this: support@smarttrackers.nl.
-----------
If you log in with Google but want/need to enable 2FA in our app, you must:
Create a Visma Connect password via Forgot your password?
Enable 2FA in Visma Connect using the password you just created.
From now on, simply log in again via Google, so you won't need that password anymore.
-----------
Click here for information about (enabling 2FA in) user settings
0 Comments