Getting Started - Administrators

Adding and Editing Users
Users can be added and edited via the 'Users' tab on the left hand side of the website. Adding a User To add a user, under the users tab...
Thu, 18 May, 2017 at 2:12 PM
Adding an Existing Template to a Starter/Product
Existing templates can be added to multiple products or other sections within a product.  Note: These changes can only be done at a firm level. To ...
Sun, 25 Aug, 2019 at 7:57 PM
Editing Templates
To edit a worksheet for your firm, go to the Templates section of the smart workpapers website, select the product where the worksheet is located, and se...
Tue, 29 Nov, 2016 at 1:52 PM
Manage Firm
The "Manage Firm" icon on the left hand side allows the administrators of a firm to allocate users by Office and Teams. To add or edit office...
Fri, 19 May, 2017 at 12:40 PM