Company
🛡️ Assigning Roles and Permissions
Last Updated: September 7, 2025Every organisation runs on structure — and SmartSaaS makes it simple to design one that fits your business. Each user can be assigned different permissions based on their department, role, and level of responsibility within the company. To set roles, you can simply drag one user onto another, creating a link between them. If the...
👤❌ Removing a User
Last Updated: September 7, 2025Managing your team also means keeping access secure and up to date. If someone leaves your organisation or no longer requires access, you can easily remove them from the User Hierarchy. Once removed, the user will immediately lose all permissions and will no longer see your company in their account. This keeps sensitive data protected...
👤➕ Adding a User
Last Updated: September 7, 2025Adding new team members to SmartSaaS is quick and flexible. Just go to User Hierarchy and start typing their email address. If the person already exists in the system, their profile photo will appear for you to select instantly. If they’re not yet registered, simply enter their email, and SmartSaaS will automatically send them an...
👥 Manage Users
Last Updated: September 7, 2025Keep your organisation structured, secure, and efficient with the Manage Users section. This is where you control access, assign roles, and keep your team aligned. View a complete overview of your organisation’s members, including their names, roles, departments, and responsibilities, giving you a clear picture of your entire team at a glance. From here, you...
🏢 User Hierarchy
Last Updated: September 6, 2025A strong business starts with the right structure. User Hierarchy helps you organise your team so everyone can focus on their work without worrying about technical setup. You can add new members to your company and place them in the right departments. From there, you can organise hierarchies, assign roles, and set access levels so...