πŸ‘₯ Inviting and Managing Team Members

πŸ‘₯ Inviting and Managing Team Members

​Owners and Administrators can invite colleagues to join Smile Checks and manage the roles of existing team members. Each user gets their own account with a role appropriate to their responsibilities.

πŸ”‘ Who can manage users: Owner and Administrator only

πŸ“§ How to Invite a New Team Member

  1. Click Settings in the left sidebar
  2. Select Users
  3. Click Invite User
  4. Enter the new user's email address
  5. Select their role (Administrator, Manager, Verifier, or Partner)
  6. Click Send Invitation

The invited person will receive an email from do-not-reply@getsmilechecks.com with a link to set up their account. The invitation link is valid for 7 days.

🎭 Choosing the Right Role

RoleBest For
πŸ”§ AdministratorHR Admin or team lead who manages users and credits
πŸ“‹ ManagerHR Manager who oversees all checks but doesn't manage credits
βœ… VerifierHR Recruiter or coordinator who submits day-to-day check requests
🀝 PartnerExternal verifier who uploads reports for assigned checks

✏️ Changing a User's Role

  1. Go to Settings > Users
  2. Find the user you want to update
  3. Click on their name or the edit icon
  4. Select the new role and save

🚫 Revoking Access

If a team member leaves or no longer needs access:

  1. Go to Settings > Users
  2. Find the user and select Deactivate or Remove
  3. Confirm the action

The user will immediately lose access to the portal. Any check requests they submitted remain visible to Owners, Administrators, and Managers.

πŸ“¬ Resending an Invitation

If an invited user didn't receive their email or the link has expired:

  1. Go to Settings > Users or Settings > Invitations
  2. Find the pending invitation
  3. Click Resend to send a fresh invitation link
πŸ’‘ Tip: Start with the minimum role needed. You can always upgrade a Verifier to Manager later β€” but it's harder to audit if permissions were too broad from the start.

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