Team & control

Decide who sees what, and see who did what

Invite your team, give each role view or manage rights per module, and keep a log of changes with the IP address they came from. Shop settings and master-data import live here too.

TechnicianCounterOwnerManageViewNo access

01What it handles

The controls behind the counter

What the owner or administrator sets up once and then checks from time to time.

  • 01

    Workspace signup with approval

    A new workspace is set up in four steps and becomes active once an administrator approves it.

  • 02

    Roles and permissions

    Build roles that can view or manage each module, so a technician can look up stock without editing products.

  • 03

    Invitations

    Invite staff to the workspace with the role you choose for them.

  • 04

    Activity log

    Changes are logged with who made them, when, and from which IP address.

  • 05

    Shop settings

    Branding, document numbering, deposit rules, capacity and legal texts per language.

  • 06

    Master-data import

    Bring records over from your previous system. Each file is analysed, validated and only then executed, and importing again does not create duplicates.

Team and control

Everyone sees exactly their part

Roles decide, module by module, who can manage, who can only view and who sees nothing. The roles below are examples; you name and set your own.

  1. 01

    Roles, layer by layer

    Each role is a set of permissions over the same workspace.

  2. 02

    Manage, view or nothing

    For every module, a role can manage it, only view it or not see it at all.

  3. 03

    Invite people into a role

    Invite a colleague and they join with the role you picked.

  4. 04

    Every action is logged

    The activity log records who did what and when, with the IP address.

02How the work flows

From signup to a working team

The order most shops follow when they move to SmartService.

  1. 01

    Sign up and get approved

    Create the workspace in four steps. It opens once an administrator approves it.

  2. 02

    Set up the shop

    Add your branding, numbering patterns, deposit rules and the legal text for each language you print in.

  3. 03

    Import your master data

    Upload your existing records, check the analysis and the validation results, then run the import.

  4. 04

    Create roles and invite the team

    Set view or manage per module for each role and send the invitations.

  5. 05

    Review and get help

    Check the activity log when something looks wrong, and open a support ticket from inside the app.

03Closer look

View or manage, module by module

An example with three roles. You name the roles and set every cell yourself.

Example roles
Example role permissions
ModuleOwnerCounterTechnician
Service & repairManageManageManage
Sales & POSManageManageNo access
Customers & messagesManageManageView
Inventory & warehousesManageViewView
Purchasing & document importManageNo accessNo access
Invoicing & print designManageViewNo access
FinanceManageNo accessNo access
Reports & dashboardManageViewNo access
Team & controlManageNo accessNo access
1

Two levels per module

View lets someone open and read a module. Manage lets them create and change records in it.
2

Same rules on the phone

The mobile app signs in with the same account and applies the same permissions.
3

Turkish, English or German

Each person can use the interface in the language they work in best.

Set up your team in SmartService

Tell us who works the counter, the bench and the stockroom, and we will show you how their roles would look on a demo workspace.