SMART Admin Portal

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SETTING UP THE SMART ADMIN PORTAL & SUBSCRIPTIONS Helping you use technology to deliver better education

Welcome It’s time to get started with your SMART Admin portal, used to help facilitate you setup and deploy your new SMART board technology, and onboard staff into the portal.

We know that new technology can be daunting - teaching and non-teaching, already have enough to think about - and that’s where we come in.

This guide is to help you get started in no time and start seeing the benefits in your school before you know it.

Want more? You can keep in touch for the latest tips and tricks around school communications as well as lesson content to the next level - improving pupil engagement and outcomes.

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Contents Getting access and signing in

To create an account To Sign In to the SMART Admin Portal To Sign Out of the SMART Admin Portal To reset your password of the SMART Admin Portal

Education Software Subscriptions

Purchase a subscription Manage (renew or cancel) a subscription Activating a subscription To claim the bonus subscription using your unique URL To claim the bonus subscription manually

Adding teachers to a subscription Type email addresses Import a CSV Syncing Google to Auto-assign teachers Syncing with Microsoft to auto-provision teachers

Training Contact Us Elementary Technology

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Setting up the SMART Admin Portal & Subscriptions Getting access and signing in It is important to set up an account before signing in. When you first set up an account, you might not see any subscription information. Subscription information appears after the subscription is activated using the unique link provided in the purchase confirmation email.

To create an account 1. Go to adminportal.smarttech.com and click Sign up for free 2. Click Sign up in the bottom-right corner Figure 1 - The SMART Admin Portal Login page.

Sign Up

3. Enter your details and click Sign Up. You’ll receive an email that contains further instructions.

4. Click the link in the email to set up a password.

Figure 2 - SMART Admin Portal Welcome email.

1

SMART Admin Portal - Setup Account

CS

Customer Service <customerservice@smarttech.com> Monday, March 24, 2025 at 9:36 AM To: Mark Eting

Hello Mark, Welcome to the SMART Admin Portal Visit adminportal.smarttech.com to manage your SMART products.

SMART Account Details Username: m.eting@elementaryuk.com Password: Create your password To learn more about the SMART Admin Portal, visit online support.

Thank you SMART Technologies ULC

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5. After you create your password, you’re redirected to a page to finish completing your registration.

6. Follow the on-screen instructions to complete signing up.

To Sign In to the SMART Admin Portal 1. Go to adminportal.smarttech.com and click Sign In. 2. Enter your user name and password (using the login box as in Figure 1).

3. Click Sign In. 4. Following the on-screen instructions to finish signing in.

Note: When you first sign in, you might not see any subscription information. Subscription information only appears in the following scenarios: - After the subscription is activated using the unique link provided in the purchase confirmation email., The person who activates the subscription is considered the admin for the subscription.

- An existing admin invites you to be an admin for a subscription.

If you do not know who an existing admin is or you do not have access to purchase confirmation email, contact SMART Support.

To Sign Out of the SMART Admin Portal Click the profile icon next to your name in the top-right corner and select Sign Out. Figure 3 - The SMART Admin Portal Sign out.

Welcome Mark

M

Mayvan Primary School

Mayvan Primary School

Next Renewal: 1 Mar 2025

Mayvan Primary School

Next Renewal: 1 Mar 2026 Expires 1 Oct 2025 Expires 1 Dec 2025 Expires 1 Mar 2026

To reset your password of the SMART Admin Portal 1. Go to adminportal.smarttech.com and click Sign In. 2. Click Forgot your password? (as in Figure 1).

3. Enter your username in the Username box and click Continue.

4. SMART sends you an email with details for resetting your password.

Note: If you do not receive an email, check your junk folder. If you still can’t find the reset password email, contact SMART support.

5. In the email, locate and click the link to reset your password.

6. In your browser, click Reset Password.

7. Enter your new password in the New password box and Confirm new password box, and click Change password.

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Education Software Subscriptio

You can subscribe to get access to additional features in Lumio and SMART Notebook Plus. Subscription plans are available for single and group purchases.

Purchase a subscription Single subscription are available to those who’d like to purchase one for themselves directly from SMART. Group subscriptions are available to those who’d like to purchase through a SMART reseller or directly from SMART. Once you have purchased your group subscription, you will receive an email with instructions for activating the subscription in the SMART Admin Portal. Once activated, you’ll need to provision users before they can access the software.

Manage (renew or cancel) a subscription Depending on the type of subscription, group or single, the process to renew or cancel is different.

Single subscriptions with a credit card are auto-renewing, billing yearly. You can manage and cancel your subscription within your account.

For group subscriptions, schools purchase on behalf of their teachers and have administrator responsibilities for managing them. The responsible administrator should contact the SMART reseller to renew a subscription, or you complete SMART’s online form to begin the renewal process.

If the event that the subscription expires, you’ll default back onto the free plan of Lumio and SMART Notebook, and no longer have access to the subscription features of Lumio and SMART Notebook.

Activating a subscription When you purchase a SMART interactive product, you may also have received a claim code for SMART software. In some cases, you may need to sign in to the SMART Admin Portal and claim the software manually.

Note: - The information on this page only applies if you have purchased a SMART Learning Suite subscription, not Lumio or SMART Notebook Plus as separate subscriptions, or you complete SMART’s online form to begin the renewal process.

- Before claiming software for an organisation, make sure you are an admin for the organisation. Tech instructors and supervisors can’t claim software for an organisation.

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To claim the bonus subscription using your unique URL 1) Open the confirmation email you received from SMART. This email is sent to the person who made the initial purchase. If that wasn’t you, contact the person in your organisation who submitted the order and ask them to forward the email.

Figure 4 - The SMART Admin Subscription Confirmation 1

email, showing the location of

SMART Admin Portal - Subscription Confirmation

CS

the unique URL.

Customer Service <customerservice@smarttech.com> Monday, March 31, 2025 at 10:48 AM To: Mark Eting

Hello Mark, Thank you for purchasing SMART products.

Order Details Sales Order: 321654987 Customer PO: 78965 / 43210 Channel PO: 763159 Product

Serial Number/

Quantity

Expiry Date*

1

31 March 2032

Product Key* e.g. SMART Learning Suite, 7 year subscription

95147896

*If applicable

Click on this link to use our

To claim new software and see your product information, visit the SMART Admin Portal using this unique link.

SMART Learning Suite: Transform static lessons into interactive experiences that can engage students on any device. After you have claimed your software in the portal,

unique URL to start activating

download and install SMART Notebook on your desktop computer and visit lum.io to sign in to cloud-based Lumio by SMART. Get Started

your subscription.

Visit smarttech.com for online resources, product support and customer support.

Thank you SMART Technologies ULC 3636 Research Road NW, Calgary, ABT2L 1Y1 smarttech.com

2) Click on the unique URL (Figure 4) and sign in to your SMART Admin Portal account.

OR If this is your first time using the SMART Admin Portal, follow the section on ‘Getting Access and Sign in’ to gain access to the portal, then click on the unique URL in the above email.

After you’ve signed in, you’ll see a screen that lists all the software subscriptions available for you to claim.

Figure 5 - Applying subscriptions to your organization You have software to redeem SMART Learning Suite, 7 year subscription

Figure 6 - Adding an organization Add an organization

100 seats

* Name of organization

Mayvan Primary School

Assign these subscription to:

* Industry

Select an organization

* Country

3) Click

and either select an existing organization to

assign the software subscription to (Figure 5);

* Street Address

OR If the organisation you want isn’t listed, complete the

* City / Locality

Add an organization from that appears. When you’re done, click Add organization (Figure 6)

* State / Province

* Postal Code

Phone (optional)

Add Organization

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4) Click Continue The SMART Admin Portal shows a confirmation message and begins generating subscription details for the software. This can take up to 15 minutes. If the software subscription details do not appear in the ‘Manage’ tab of the SMART Admin Portal after 15 minutes, contact SMART support.

To claim the bonus subscription manually 1) Go to adminportal.smarttech.com 2) If you’ve previously used the SMART Admin Portal, click Sign In and log into the account.

3) Click the Software tab and them click Claim included software 4) Enter the number of displays purchased and the serial number of one of the display.

Tip - To find the display’s serial number, SMART boards have a sticker on the left hand side of the screen,

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giving the serial number and a QR code. You can also go into the board’s settings to view the serial number.

5) Click Continue 6) Optional > Enter the name and location of the vendor from which you purchased the display(s) and click Next.

7) Select an existing organisation to assign the software subscription to (Figure 7).

OR If the organization you want isn’t listed, click

and add the details for the organization (Figure 8). When

you’re done, click Add organization. The following screen allows you to review the details you’ve entered. If you need to correct anything, use the

next to an item to edit as required.

Figure 7 - Manually adding subscriptions to an organization Assign these subscription to:

Select an organization

Figure 8 - Adding an organization Add an organization * Name of organization

Mayvan Primary School * Industry

* Country

* Street Address

* City / Locality

* State / Province

* Postal Code

Phone (optional)

Add Organization

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8) After you’ve reviewed the details, click Submit The SMART Admin Portal shows a confirmation message and begins generating subscription details for the software. This can take up to 15 minutes. If the software subscription details do not appear in the Manage tab of the SMART Admin Portal after 15 minutes, contact SMART support.

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Note - If you see an activation error (Figure 9), the software was not claimed within a year of purchase, and

after that time, the license is no longer available to claim. Please get in touch for assistance if that is the case.

Figure 9 - The error message after a subscription isn’t claimed within a year Activation Error This software was not claimed within the allotted time.

Access has expired.

7251543c-df00-4458-8873-3d1884104dc1

Contact Support

SP-0003

Close

tion

Adding teachers to a subscrip

Your subscription to SMART software comes with a certain number of seats. You can assign a user to one of the subscription’s seats by adding their school email address manually. Or, if your school or trust uses a supported management system to manage the teacher list, you can sync the SMART Admin Portal with the management system and auto-provision teachers to the subscription.

In the Software tab, locate the subscription you want to provision users to and click Add Users under the Subscription ID column (FIgure 10).

Figure 10 - Adding users to your subscription ID. Manage

Software Organisation

Get your software

Product ↓

Subscription ID

Education SMART Software

M63LN4OP8124-HK98-LH08-AS91-JH76

Lumio Standard plan & SMART Notebook Plus

0/3

Add Users

Add users

A new page opens. Click Add Users to find options for provisioning (FIgure 11).

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Figure 11 - Your current user list Add users

Search

Email ↑

Display Name

Account ID

Identity Provider(s)

Add users to your SMART software subscriptions easily. Just click Add users and select how you’d like to add the users’ information.

Add users Users you add here can start using SMART software as soon as they sign in to it.

You’re presented with five ways to add teachers to a subscription in the SMART Admin Portal. Each option is explained over the page (Figure 12).

Figure 12 - Selecting how you wish to add users Add users How would you like to add users?

Type email addresses

Manually add one teacher at a time or import a CSV file to add multiple teachers

Import CSV file

at once.

ClassLink (One Roster)

Sync with a supported management tool.

Google Microsoft Cancel

Type email addresses On entering this section, simply add your staff email addresses into the portal.

Once entered, simply communicate with your newly added staff that their email address has been added to the SMART Portal, so they can complete the creation and setup of their account. If you need to manually remove a teacher(s), simply select the required teachers, and remove users through the Admin Portal.

Import a CSV File Before importing a CSV, please ensure that your CSV file complies with the following: - Includes a single column of email addresses, with each address on its own line.

- Doesn’t include titles or headers - Doesn’t include spaces, commas or quotation marks.

After selecting the Import CSV file, locate and open the CSV file, and if there are no errors, all email addresses will be assigned a seat.

Once entered, simply communicate with your newly added staff that their email address has been added to the SMART Portal, so they can complete the creation and setup of their account.

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Syncing Google to Auto-assign teachers Syncing the SMART Admin Portal with Google enables you to quickly import and provision a list of teachers from Google to a subscription. The list of teachers is managed through Google Classroom or in a Google Group. The SMART Admin Portal syncs with Google daily to check for updates, automatically provisioning or removing teachers from the subscription based on the synced data from Google.

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Important - When you sync with Google, any teachers you previously added manually are removed. You’ll no longer be able to add or remove teachers in the SMART Admin Portal because the list of provisioned teachers is now managed in the Google platform you sync with, not in the portal.

After selecting ‘Google’ from the list, you’ll be presented with the below box (Figure 13): Figure 4 - Selecting how to set up sync-ing through Google Import and Sync with Google Tell us with Google Group your provisions will be synced with Google Classroom’s default teacher group

Your Domain (i.e. yourDomain.com) Or, enter a Google’s email address

groupName@yourDomain.com NOTE: Your current provisions will remain in effect until the sync is completed and all your new provisions get imported successfully.

Learn More: Google sync setup and management

Cancel

Authorize via Google

Enter a domain address to sync with its Google Classroom default teacher group, or enter a Google Group’s email address to sync with. Then click ‘Authorize via Google’ This will open up a further Google window, allowing you to sign in to your Google Group admin account. The first sync starts after you’ve successfully signed in to your Google account.

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Syncing with Microsoft to auto-provision teachers Syncing the SMART Admin Portal with Microsoft enables you to quickly import and provision a list of teachers from Microsoft to a subscription. The list of teachers is managed in a Microsoft Group or through a Microsoft School Data Sync. The SMART Admin Portal syncs with Microsoft daily to check for updates, automatically provisioning or removing teachers from the subscription based on the synced data from Microsoft.

Before you sync with Microsoft and auto-provision users, you’ll first need your Microsoft Group’s object ID or your Microsoft School Data Sync’s Teacher domain address.

Important - When you sync with Microsoft, any teachers you added to a subscription manually are

!

removed. You’ll no longer be able to add or remove teachers in the SMART Admin Portal because the list of provisioned teachers is now managed in the Microsoft platform you sync with, not in the portal.

To find a Microsoft Group’s Object ID 1) Browse to portal.azure.com and sign in as a global administrator using your Microsoft Azure account.

2) Select Azure Active Directory from the main page or from the expandable menu on the left.

3) Select Groups from the menu on the left. A page opens that lists all your groups.

4) Copy the code in the Object ID field for the group you’d like to sync with the SMART Admin Portal.

To set up the sync, you’ll enter this ID in the SMART Admin Portal.

To find the Teacher domain address for an organisation 1) Browse to sds.microsoft.com and sign in as a global administrator using your Microsoft Azure account.

2) Open Sync Dashboard and select the organisation whose list of teachers you would like to sync with the SMART Admin Portal

3) Copy the address in the Domain for teachers field. To set the sync, you’ll enter this address in the SMART Admin Portal.

4) Copy the code in the Object ID field for the group you’d like to sync with the SMART Admin Portal.

To set up the sync, you’ll enter this ID in the SMART Admin Portal.

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To sync with Microsoft After selecting Microsoft from the list, you‘ll be presented with the window in figure 14.

Figure 14 - Selecting how to set up sync-ing through Microsoft Import and Sync with Microsoft Tell us which Microsoft Group your provisions will be synced with: Your Microsoft Group’s object ID

Your UUID (xxxxxxxx-xxxx-Mxxx-Nxxx-xxxxxxxxxxxx) Or, which Microsoft School Data Sync server you will be synced with:

Your Domain (i.e. yourDomain.com) NOTE: Your current provisions will remain in effect until the sync is completed and all your new provisions get imported successfully.

Learn More: Google sync setup and management

Cancel

Authorise via Microsoft

Enter your Microsoft Group’s object ID or your Microsoft School Data Sync’s Teacher domain address. Once entered, click Authorize via Microsoft.

In the window that appears, sign in to your Microsoft admin account.

After signing in, the Permissions requested screen appears for the actioned section (Figure 15 or Figure 16).

Select the Consent on behalf of your organization check box and click Accept.

Figure 15

Figure 16

Microsoft Groups Permissions box

School Data Sync box

The first sync starts after you’ve successfully signed in to your Microsoft account and consented to share data with the SMART Admin Portal. It can take up to 24 hours for the list of teachers to sync.

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Training We offer a number of training options to assist you at all stages of your technology journey, with custom content available to compliment your requirements alongside our standard training content.

Please get in touch with us to discuss your requirements.

Contact Us If you have any problems or questions, do get in touch with us 0113 818 7930 enquiries@elementaryuk.com Elementary Technology

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