Smarty Train

Smarty Train — How to Use

What you'll accomplish

By the end of this guide your team will have studied role-based training documents and you'll track completion on the dashboard via mini quizzes.

Before you start

• Completed discovery (training content is generated from YOUR processes)

Step by step

1. Pick a role
   Each department has separate training for end-user and manager roles.
2. Study the training document
   The document is generated from your processes — specific to your company, not generic.
3. Take the mini quiz
   Each training ends with a short quiz; pass status is written to the dashboard.
4. Invite the team and track on the dashboard
   Participants access their own training via invite links (no login); the completion dashboard shows who is where.

🎬 Video guide

The video walks through all Smarty modules for the selected product — switch products above.

Frequently asked