Managing users & roles

SmartB Studio lets you control who can see and do what, down to the individual module. This guide covers adding users and assigning roles.

Adding a user

1. Go to Settings → Users.
2. Click Invite user and enter their email address.
3. Choose a role (see below).

The new user receives a secure sign-in link by email. There are no passwords to set or reset.

Understanding roles

A role is a bundle of permissions. SmartB Studio ships with sensible defaults:

• Admin — full access, including settings and billing.
• Manager — can see and manage all records in their modules.
• Member — can work with records, usually their own.

You can describe custom rules too, for example:

Salespeople can only see enquiries assigned to them.
Managers can see all enquiries in their department.

Removing access

When someone leaves, open Settings → Users, find their name and click Deactivate. Their access ends immediately, but the records they created stay in place.

Billing and seats

Your plan includes a number of users. Adding a user beyond that count adjusts your subscription automatically at the per-user rate shown on the pricing page. You can review your current usage any time under Settings → Billing.