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Step by step guide
Follow this step by step guide to activate your client account to logon to SMART. If you require further assistance please contact us.
Step 1
You will be emailed an Activation Code to activate your account in SMART. An example is shown below.
Leave your email open while you access SMART at http://www.rsm.govt.nz/smart/.
![[image] activation code email. [image] activation code email.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-1-activation-email.png)
Note
Use the online request for an activation code if you have not received an activation code
Tip
- The easiest way to enter the activation code into SMART is to copy and paste it.
Step 2
The SMART homepage opens. Click the Activate Account icon.
![[image] smart homepage.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-2-SMART-homepage.png)
Step 3
The Activate User Account screen opens. Follow the points below.
- Return to the Activation Code email and copy your activation code.
- Paste your activation code into the User Account Activation Code field.
- Enter your current email address. The email address must be the same as the one where your activation code was sent.
- Leave unchecked I am an existing RSM client checkbox.
- Click Activate.
Note
Note
The email address entered here must be the same as the one where your activation code was sent. If you enter a different email address then your client account will not be validated.
Step 4
The User Details screen opens. Read the on screen declaration and then click Continue to agree.
![[image] user details screen.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-4-User-details-screen.png)
Tip
- Existing RSM licence holders can check their details to ensure they are correct. If incorrect, you can update them in the next screen.
Step 5
The Logon Details screen opens.
- Complete the onscreen fields as instructed
- When all fields have been completed on screen click Save
![[image] logon details screen.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-5-Logon-details.png)
Field | Action |
Username
| Enter a username of your choice. The username is case sensitive and must be a combination of letters and numbers that contain at least 7 characters, but no more than 20. |
Password | Enter a password of your choice. The password is case sensitive and must be a combination of letters and numbers and at least 7 characters long. |
First /Last Name | Enter or update your First /Last Name |
Expire my Password | You have choice whether you want to retain your password or have SMART prompt you to update it periodically. |
Secret Question and Answer | Choose a secret question from the picklist and then enter an answer. This is our way to identify you when you want help or forget your password |
Email address | Enter or update your email address |
Terms and Conditions | You will need to confirm that you have read our terms and conditions and privacy statement before you can proceed. |
Note
You only have one chance to enter your username. If you choose an inappropriate username then it cannot be changed, so choose carefully.
Tip
- Your password can be changed.
Step 6
Once you have saved your details the Complete User Account Creation screen opens.
To complete the activation process you now need to logon.
- Enter the username and password in the correct format that you chose.
- Click Logon and go to Step 7.
![[image] complete user account creation screen.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-6-complete-user-account-creation.png)
Tips
- Your username is emailed to you and confirms your account activation. An example is shown below.
- Keep the email in a safe place.
![[image] example email.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-7-Example-email.png)
Step 7
A pop up window asks if you wish to set up a direct debit as a payment option for any licence fees you incur.
- For existing RSM direct debit clients you may click Yes and view your account details in read only mode OR click No and Continue
- For all other RSM clients choose either Y/N and then click Continue
- If you clicked Yes then complete the online direct debit form in Step 8.
- If you clicked No then complete Step 9.
![[image] pop-up window.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-8-pop-up-window.png)
Tip
- If you decide not to set up direct debit at this stage, then you still have other payment options. A direct debit can be set up at anytime in the future.
Step 8
The Maintain Client Details screen opens. At the same time a direct debit form is emailed to the client. There are two parts to completing the direct debit application:
- Enter your bank account details into the screen below.
- Complete the direct debit authorisation form emailed to you and return by mail the address on the form.
![[image] maintain client details screen.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-9-maintain-client-details-screen.png)
Note
All paid invoices and direct debit notices are sent by email.
Tip
- A direct debit form will be emailed to you to complete and send to our Revenue department.
Step 9
Congratulations your account is now activated.
Click Continue to access the following menus and begin work in SMART.
- Submit a licence application
- Create a data extract file
- Craft and certify a licence
- Modify a licence.
- Pay a planned licence
- Pay annual licence fees.
- Transfer or cancel a radio OR spectrum licence.
- Update your client details OR
- Click Logoff to exit SMART
![[image] account activation complete.](http://www.rsm.govt.nz/cms/image-library/images_resource_library/smart-user-guides-images/activate-your-client-account-1/Image-10-account-activation-complete.png)
Tip
- RSM recommends that you check your contact details before starting work.
