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.
Login Page
Actions
"Login" Button
Enter your username and password and then click the “Login” button to gain access to SmarterPay Cloud.
"Forgot Password" Button
Passwords
Password Policy
The Cloud uses the following Policy for acceptable passwords:
- At least one lowercase letter.
- At least one uppercase letter.
- At least one number.
- At least one non-alphanumeric character (Special characters).
- A minimum of 8 characters.
- Cannot be one of the previous 3 passwords.
- Cannot contain your username.
- Cannot contain your email address.
Password Expiry
Passwords can be set to expire after a set length of time. Please see the Settings Page for further details.
Once a password has expired the User will be prompted, on their next login, to Change Their Password.
Resetting Your Password
Your password can be reset in a few different ways.
- From the Login Page you can click "Forgot Password".
- From the “User Settings” Page you can click the "Password Reset" button.
- An Expired Password will trigger a Password Reset on Login to the Cloud.
Account Inactivity
User Accounts can be set to automatically be disabled after a set length of time of inactivity. Please see the Settings Page for further details.
Once a User has been disabled it will require another user, with the Correct Permissions, to Activate the disabled User.
Top Bar
The Top Bar has functionality related to the set of pages that you are currently on. Clicking on your name displays other available options.
Main Page
Actions
Available actions, subject to permissions, are:
Search Area
Performs a Global Search for the entered text.
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.
Settings Page
Actions
Available actions, subject to permissions, are:
Home
Takes you to the Main Pages of SmarterPay Cloud.
Logout
Global Search
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.