Guide to Crafting Private Categories within the Smarter Track Community

The Smarter Track Community is a centralized platform for communication between customers, end users, and agents, organized by type and category. System administrators can create private categories for limited access, like a focus group category for product launches.

a) How do I create the customized role in Smarter Track?

1. First, log into Smarter Track Management as an administrator.

2. Then, select “Settings” from the navigation icon.

3. After that, click on “Roles” in the navigation menu to access the list of roles in the content pane.

4. Next, click the Add button in the content pane toolbar.

5. Then, enter a name for the new role in the role name field.

6. After that, select in the Role Type field who the role will apply to—an employee or user.

Note: To pair with a user, you need to create two new roles for your agent and one for the user you want to pair with.

7. Next, configure the roles Knowledge Base Articles, News, and Community by selecting Customize. This allows for custom permissions for an item, which can be left as default or customized.

8. Finally, click the “Save” button.

b) How do I create the community category in Smarter Track?

1. First, log into Smarter Track Management as an administrator.

2. Then, select “Settings” from the navigation icon.

3. After that, click on the brands to view a list of available brands in the content pane.

4. Next, edit the desired branding and click on the “Community Categories” tab.

5. Then, click the Add button in the content pane toolbar.

6. After that, create a new category and assign the desired role to the newly created role.

7. Finally, click Save twice to save the categories and changes to your branding.

c) How do I assign roles to the agents in Smarter Track?

1. First, log into Smarter Track Management as an administrator.

2. Then, select “Settings” from the navigation icon.

3. After that, click on “Employees“, and a list of available agents will appear in the content pane.

4. Next, select the desired agents to participate in the new category and click the Edit button.

5. Then, check the created new role in the Roles tab to add it to the agent.

6. Finally, click the “Save” button.

d) How do I assign roles to the users in Smarter Track ?

1. First, log in to Smarter Track Management as an administrator.

2. Then, select users or organizations from the navigation icon.

3. After that, the “Users” section displays the list of roles created for your users, and your new role should be listed there.

4. Next, click on the desired user type, and the content pane displays available users with default roles, making it easy to assign new roles to existing users.

5. Then, select the required user and click Edit.

6. After that, check the box next to the created new role to add it to the user in their Roles tab.

7. Next, click on the “Save” button.

8. Finally, repeat steps 4, 5, 6, and 7 for each user you wish to join the new community category.