Logging into SmarterTrack
SmarterTrack's Web interface uses a modern and mobile-friendly design and is divided into two components: the management interface and the portal interface.
Administrators use the management interface to set up departments and establish permissions for agents. Agents
use the management interface to respond to and manage tickets, interact in chats and to access other features of SmarterTrack. Customers can use the portal
interface to retrieve ticket information, submit new tickets and chats, search knowledge base articles, participate in the Community and more.
Logging into the Portal Interface
Customers, agents, and administrators can log into the portal interface via the portal website URL, which can be
obtained from the SmarterTrack administrator. To log into the portal, click the Login button. Type the username and password in
the appropriate fields and click Login.
Agents and administrators can also navigate to the portal interface directly from the management interface. When logged into the management interface they can simply click their avatar image in the upper right corner and choose Open the Portal from the drop down menu. The portal interface will load in another window.
Logging into the Management Interface
Agents can obtain the link to the management interface login page from their SmarterTrack administrator.
However, the general URL for the SmarterTrack management interface will be something similar to
your_helpdesk_URL/management/root.aspx. Therefore, if the help desk is located at https://support.example.com
then the agent login will be found at https://support.example.com/management/root.aspx.
Alternatively, agents can access the management interface directly from the portal interface. Once logged into the
portal, select the agent display name in the upper right corner and click Management Interface from the dropdown. Note: Agents
and/or administrators that wish to access the management interface may need to re-enter their
login credentials, even if they are already logged into the portal.
Logging in Using a Tablet
Agents on-the-go can access SmarterTrack from tablets by navigating to their help desk installation just as they do at their
desktop computer. Both the management and portal interfaces are optimized for larger-screened mobile devices like
iPads and Android tablets with support for scrolling and gestures, and easy to click buttons.
Plus, SmarterTrack seamlessly integrates with other mobile apps, allowing remote employees to provide
customer service, sales or support as efficiently as they do from the office computer.
For smaller screens, SmarterTools developed SmarterTrack Mobile, a mobile app that's available in both the App Store and Google Play stores. The SmarterTrack mobile app is a perfect complement to the desktop / tablet version of SmarterTrack. As it only contains management interface functionality, it allows agents and managers to reply to tickets, respond to live chats, manage tasks, and log calls wherever they are and whenever they're needed.
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