{"id":1283,"date":"2023-04-14T08:56:43","date_gmt":"2023-04-14T08:56:43","guid":{"rendered":"https:\/\/smaket.org\/blog\/?p=1283"},"modified":"2023-07-10T11:32:50","modified_gmt":"2023-07-10T11:32:50","slug":"how-to-add-an-user-in-smaket","status":"publish","type":"post","link":"https:\/\/www.smaket.ai\/blog\/how-to-add-an-user-in-smaket\/","title":{"rendered":"How To Add An User In Smaket?"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Here&#8217;s a step-by-step guide on How To Add Users (Admin, Employee, Retailer) &amp; Customer In Smaket?\u00a0<\/span><\/p>\n<h3><b>Step-1\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Go to smaket dashboard &gt; User management &gt; B2B Customer Employee\u00a0<\/span><\/p>\n<p>user<\/p>\n<h3><b>Step-2<\/b><\/h3>\n<p><span style=\"font-weight: 400\">The user management page will open after selecting the B2B Customer(retailer)\/ Employee menu. Then add Admin, employee &amp; client ( retailer)\u00a0 by clicking on the add button, or else you can add an user by clicking on the user id ( user card) that is present below the user management page ( you can not put any random user id manually while adding an user, if you want to enter any user id then simply you need to copy that given user id ( user card) &amp; paste it in user id field for use it ).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1285\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-1-2.png\" alt=\"\" width=\"1919\" height=\"864\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1286\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-2-1.png\" alt=\"\" width=\"1906\" height=\"865\" \/><\/p>\n<h3><b>Step-3<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Then add user page will be open. First select user type {Admin, employee &amp; client ( retailer)}. After that, fill all the details like first name, middle name, last name, mobile number, email Id, and Address ( if the user type is client then 3\u00a0 extra fields will show which is the company name, GST No &amp; opening balance).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1288\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-702.png\" alt=\"\" width=\"871\" height=\"1549\" \/><\/p>\n<h3><b>Step -4<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Lastly, click on add user button to add an user ( Only for the client one popup will show to add credit limit) &amp; it will be shown on the user management page. In the search bar, you can search that added user by user name, mail id, phone number &amp; user id. You can also edit user details by clicking on the edit button &amp; after editing, click on the update button to save your changes.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1289\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-3-1.png\" alt=\"\" width=\"1909\" height=\"940\" \/><\/p>\n<h2><span style=\"font-weight: 400\">How To Add Customer In Smaket?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Here&#8217;s a step-by-step guide on How To Add Customer In Smaket?<\/span><\/p>\n<h3><b>Step-1\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Go to the smaket dashboard &gt; User management &gt; Customer.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1290\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-4-2.png\" alt=\"\" width=\"1903\" height=\"935\" \/><\/p>\n<h3><b>Step-2<\/b><\/h3>\n<p><span style=\"font-weight: 400\">The customer management page will open after selecting the Customer menu. Then add Customer by clicking on the add button.<\/span><\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1291\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-5-1.png\" alt=\"\" width=\"1914\" height=\"868\" \/><\/h3>\n<h3><b>Step-3\u00a0<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Then add customer page will be open. After that, fill all the details like first name, last name, Email id, mobile number, company name, GST number, and PAN number.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1292\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-6-1.png\" alt=\"\" width=\"1919\" height=\"911\" \/><\/p>\n<h3><b>Step-4<\/b><\/h3>\n<p><span style=\"font-weight: 400\">Lastly, click on the add button to add Customer, which will show on the customer management page. In the search bar, you can search that added user by customer name, mail id, phone number &amp; customer id. You can also edit customer details by clicking on the edit button &amp; after editing, click on the update button to save your changes. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1293\" src=\"https:\/\/smaket.org\/blog\/wp-content\/uploads\/2023\/04\/Screenshot-7-1.png\" alt=\"\" width=\"1909\" height=\"941\" \/><\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here&#8217;s a step-by-step guide on How To Add Users (Admin, Employee, Retailer) &amp; Customer In Smaket?\u00a0 Step-1\u00a0 Go to smaket dashboard &gt; User management &gt; B2B Customer Employee\u00a0 user Step-2 The user management page will open after selecting the B2B Customer(retailer)\/ Employee menu. Then add Admin, employee &amp; client ( retailer)\u00a0 by clicking on the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1295,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[2303],"tags":[2312,210,2291,2311,1306,2315,2316,2314,2313],"class_list":["post-1283","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorial","tag-account-acess","tag-management","tag-smaket","tag-user","tag-user-onboarding","tag-user-onbording-software","tag-user-permission","tag-user-registration","tag-user-role"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>How To Add An User In Smaket? 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