For super operators (the host)
Connections: what each one is for, where to check it, the Test button, why your password is asked, and giving super access.
This course is for the few SmartSurv staff who host SmartSurv and look after its connections to outside services. It covers what you click and see, not how servers are set up: for anything technical, ask SmartSurv’s technical team. Take For SmartSurv operators first. On the demo, ops@smartsurv.demo is a super operator (demo.smartsurvafrica.com, password demo-password).
- 1
What a super operator is, and giving super access
Super operators are the host of SmartSurv: only they open Settings → Connections and decide who else may.
4 min - 2
Using the Connections page
How a connection card works: its status, where each value comes from, saving with your password, and the addresses to paste into a provider’s dashboard.
6 min - 3
The Test connection button
One harmless check with the saved settings. Nothing is paid, sent or dialled.
3 min - 4
What each connection is for
The twelve cards on the Connections page, what each one powers, and which screen shows that it works.
7 min - 5
The call core: phone calls and AI
One connection brings SmartSurv’s phone calls and its AI. Enter the account details you were given, then create or update SmartSurv’s account with one button.
5 min