SmartFACT Accounts handbook
Sign in, join your organisation, protect your account and arrange the access your work needs.
Review edition · 25 October 2026
Search for general tasks or screen messages. Leave out customer details and private job data.
9 guides
SmartFACT Accounts
Who manages identity, membership and product access
Distinguish your personal security, organisation administration and local product permissions.
Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresReferenceEnter account security and invitation details
Check password, authenticator and team-input rules without sharing private security information.
Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresGetting startedSign in and join your organisation
Accept your invitation, verify your identity and open the correct product.
Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresYour accountProtect your account and confirm sensitive actions
Set up two-factor authentication and understand requests to confirm your identity again.
Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresOrganisation administrationManage team membership and product roles
Give each person the product access their job needs and check site restrictions separately.
OwnerTroubleshootingResolve a sign-in or access problem
Identify whether the issue is identity, membership, role, plan or local site access.
Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresSite administrationReview subscriptions, allowances and reported usage
Keep organisation billing, employee grants and product admission separate.
OwnerSite administrationChoose the organisation retention policy
Set declared retention values and verify the product still owns eligibility and removal.
OwnerSite administrationManage standalone installation links
Register the actual public key and distinguish a hosted link from local operation.
Owner