How to create a login for access to Smarsh Central

This is designed for employees who need a login to access documentation at central.smarsh.com or docs.smarsh.com but will need to be prevented from accessing any data at app.smarsh.com. 

Note: If you are affiliated with a Broker Dealer company (as a branch or child account), please contact Smarsh Support for specific instructions.  You will not be able to follow these steps. 

What do I need to do?

If you do not have a login to app.smarsh.com or central.smarsh.com, you will need to contact your Smarsh Admin so they can follow the steps below to create you a User login. The below steps are for a User with a System Admin Platform Role and Admin Support Rights. 

1. Make a Platform User 
   • The following guide will walk you through the steps to create a Platform User: How to create new User Accounts
   • For a description of what each Role provides, please see this guide: What are User Roles?
   • Note: At Step 3, when choosing a Platform Role, use the Employee - Personal Access (Smarsh Standard Role) as the Role. This will allow access to Smarsh Central and all documentation. 
2. Provide appropriate Support Rights. 
   • The following guide will walk you through the steps to manage the Support Rights for your organization: How to manage Support Rights
   • For a description of what each Support Right provides, please see this guide: Which permissions do Support Rights grant?
   • Note: Please use the same Name and Email Address for the Platform User and Support Rights to ensure they associate correctly. 

What do I need to do once the User is created? 

1. The email address used for the Platform User will receive an email to create a password 
   • If you do not receive the email (email hosting servers sometimes spam no-reply emails), simply go to app.smarsh.com and use the Forgot Password function with your username or email address. 
2. Once loged in, click on your Name and then select Smarsh Central.  
3. If you are missing any areas you expect in Smarsh Central, open a Support Case and we will assist further: How to open a new Support Case

Why do I need to login this?

Smarsh uses a single sign-on service to allow our clients one login credential between our different sites and portals.  To use some of the functions or features of your Smarsh products, you will need one of these logins.  
The above steps allow permissions to be granted for access to Smarsh Central only, with no access to archived data or management of services at app.smarsh.com. 

Areas Requiring a Login

Support Rights: This area is where the Authorization on an account is managed. 
Billing: This area manages invoices, payments, and billing contacts. 
Cases: Through this area you can review current and closed cases you have submitted. 
Smarsh Central Documents: Not all articles are behind a login at central.smarsh.com.  Most documents in this site will be publicly available. 
Smarsh Docs: All documents at docs.smarsh.com will be behind a login.  

 

If you have any questions or run into any problems, please do not hesitate to reach out to Smarsh Support at +1 866-762-7741 option 2 or by submitting a case: How to open a new Support Case