Getting Started

The Portal Section of the documentation guides you through the layout and functionality of the pages within SmarterPay Cloud.

Some pages displayed, and some items on those pages, shown within this Wiki may not be visible to certain users of this software, as smarterPay Cloud is a permission-based system, allowing Administrators to allocate Appropriate Access for each of their end users.

The following sections contains useful information regarding SmarterPay Cloud.


Note: SmarterPay Cloud does not support Internet Explorer (Microsoft Internet Explorer, Windows Internet Explorer, IE, or MSIE).




When you navigate to https://smarterpaycloud.com/ you are presented with the Login Screen.

Any notifications will be displayed under the “Welcome to SmarterPay Cloud” header.


Actions

Action Description
“Login” Button Enter your username and password and then click the “Login” button to gain access to SmarterPay Cloud.
“Forgot Password” Button Starts the Password Reset Process.




Your password can be reset in a few different ways.




The Top Bar has functionality related to the set of pages that you are currently on. Clicking on your name displays other available options.


Actions

Available actions, subject to permissions, are:

Action Description
Search Area Performs a Global Search for the entered text.
Quick Actions Displays Quick Action Links.
Settings Takes you to the Settings Pages of SmarterPay Cloud.
Logout This Logs you out of SmarterPay Cloud and returns you to the Login Page.


Quick Actions

Available quick actions, subject to permissions, are:

Quick Action Description
Payment Setup wizard Starts the Payment Wizard.


Actions

Available actions, subject to permissions, are:

Action Description
Home Takes you to the Main Pages of SmarterPay Cloud.
Logout This Logs you out of SmarterPay Cloud and returns you to the Login Page.




A search of the system can be initiated by using the Search area on the top bar.

For example, if the name of “hetfield” was typed into the search area and the spyglass icon clicked, any records would be returned under their respective sections.

Clicking on the relevant link will take you to that Record.

  • Last modified: 2021/08/25 12:00