Setting Up SmartOffice Users

The SmartOffice SSO integration requires a manual step for each user. 

 

1. Create the user in the SmartOffice admin area. The username and password you assign are at your discretion as the agent will never need to input them. We recommend a standard format of first initial last name for the username and a generic password. (Note: please contact Ebix directly if you need any further assistance with this step)

 

 

 

 

2. Login to your website and access the Users section, locating the user and clicking the "Edit" link to access their profile.

 

 

3. Add the SmartOffice username and password from Step 1 to the Website user profile in the area indicated below:

 

 

4. Scroll to the bottom of the screen and click the Update button:

 

 

NOTE:  In your Ebix SmartOffice settings, do not turn on the requirement to have your users reset their passwords on a regular basis as this will interrupt the SSO integration.