Experience SmartBiz

To change or remove a secondary admin in the app, go to Settings and tap Account and Admins. Select the secondary admin to view their profile, then tap Delete Person and confirm the deletion to remove their access.

Reach out to Endeavor at 1-800-922-6677  to request a Primary user change.  

To customize your Alerts, go to Settings and tap Alerts. Use the Push Notifications toggle to enable or disable alerts overall, and tap the toggle next to each alert to enable or disable individual alert types.

When you receive a Security Alert, it means SmartBiz has automatically blocked a detected cybersecurity threat. There is no need to take immediate action; however, it is recommended that you review the information provided in the alert to understand what triggered the threat and determine whether any additional steps should be taken to help prevent a similar occurrence in the future.

Go to Networks and tap Network Map under Shortcuts 

Network Resilience provides support for a secondary internet connection that can be used if there is an unexpected or extended outage of the primary connection. This feature requires a secondary device, most commonly a cellular hotspot or smartphone. Network Resilience continuously monitors the primary connection and, if it stops responding, will automatically switch to the secondary connection in approximately 90 seconds. Once the primary connection is restored, Network Resilience will automatically switch back in approximately 90 seconds.

A secondary connection can be provided by any device that offers a Wi-Fi connection, such as a cellular hotspot, a smartphone with hotspot support, or a nearby Wi-Fi router with a separate internet connection. SmartBiz also supports a wired secondary connection; contact your service provider to learn whether this option is available for your service.

To change your Network Resilience backup device, go to Networks and tap Network Resilience, then select Choose a Different Failover Device. Tap the SSID of the new failover device, enter its Wi-Fi credentials, and tap Connect to Hotspot to complete the change.

When a Security Alert continues to appear, review the alert details to better understand what is triggering it. If the alert is being caused by a website you trust, you can select Add to Trusted List to stop scanning traffic from that URL. If you are concerned about the website or the associated device, it is recommended that you disconnect or power off the device and seek additional assistance.

When viewing a device on your network, you can see detailed information about it, including the device type, the gateway or mesh unit it is connected to, and the download and upload speeds from the most recent bandwidth test. Additional details include the Wi-Fi protocol, band, channel, and efficiency or quality, as well as the device’s IP address, vendor (manufacturer), and model.

To add a new device, go to Devices and tap the + button. Devices can be added either by entering the network’s Wi-Fi credentials directly on the device or by using WPS.

To add a device using Wi-Fi credentials, tap the dropdown menu to select the network you want to connect the device to, then connect the device using the network name (SSID) and Wi-Fi password.

To add a device using WPS from the Devices page, tap the dropdown menu to select the desired network and then tap Connect to enable WPS for two minutes. During this time, press the WPS button on the device you want to add to the selected network.

To add a device using WPS on the Point of Sale network, go to Networks, tap the Point of Sale network, and select Connect Device via WPS to enable WPS for two minutes. Press the WPS button on the device to connect it to the Point of Sale network.

To approve a wired device on your Primary or Point of Sale network, go to Devices and tap the unapproved device. Select Approve Device and tap Okay to confirm. If the approval is successful, it is recommended that you unplug and reinsert the device’s Ethernet cable to ensure it is working properly. If the approval is unsuccessful, try tapping Approve Device again or unplug the Ethernet cable for a few minutes and plug it back in to trigger another approval request.

To rename a device, go to Devices, tap the device you want to update, and select Edit. Enter the new name and tap Save to apply the change.

The Customer Portal Terms of Service help protect your business from legal liability by clearly outlining acceptable and unacceptable use of your Wi-Fi network. Customers are required to review and accept the Terms of Service before accessing the network.

The period of time that a user can connect to the Customer Portal without re-entering their information.

To enable or disable internet access for a device or staff member, go to Devices or Staff, then tap the desired device or staff profile. Use the Internet Access toggle to turn access on or off.

From the Apple App Store or Google Play Store 

Go to Settings, tap Account and Admins, and tap Invite Admin

 Enter their name and email address 

Tap Send Invite

To update your network settings, go to Networks, tap your Primary network, and then select Edit. From there, you can enter a new Network Name (SSID) and Wi-Fi password, choose the appropriate security type, and tap Save when finished.

For additional protection, tap Network Security to manage advanced settings. This section allows you to configure the Trusted List, set up Skipped Devices, and adjust Intrusion Settings to help monitor and protect your network.

To manage internet access and filtering options, tap Content Restrictions. From here, you can set up content restrictions to control what types of content are accessible on your network.

To set up the Point of Sale network, go to Networks, tap the Point of Sale network, and select Edit. From there, you can enable Wired and/or Wireless Network Access. When wired access is enabled, both Primary and Point of Sale wired devices will require manual approval the first time they connect. You can then enter a Network Name (SSID) and Wi-Fi password, choose a security type, and adjust additional network options.

You may choose to enable or disable Broadcast SSID, which allows devices to discover the Wi-Fi network. You can also enable Intra-Isolation, which prevents devices on the Point of Sale network from communicating with each other. This option should only be enabled if all devices connect independently to the internet and do not need to interact with other devices on the network. Inter-Isolation is always enabled and prevents Point of Sale devices from seeing or being seen by devices on other networks. Once your settings are configured, tap Save.

For added protection, tap Network Security to manage advanced settings such as the Trusted List, Skipped Devices, and Intrusion Settings.

To control access to online content, tap Content Restrictions, where you can configure content restriction settings for the Point of Sale network.

To set up the Staff network, go to Networks, tap the Staff network, and select Edit. Begin by choosing a Network Configuration option. If you select Shared Password, all employees will connect using the same Wi-Fi password and individual staff profiles will not be created. In this case, enter a Network Name (SSID), Wi-Fi password, and select a security type.

If you choose Individual Passwords, unique staff profiles will be created with automatically generated passwords, and connected devices will be associated with a specific profile. For this option, enter a Network Name (SSID) and then tap Save once your selection is complete.

For enhanced protection, tap Network Security to configure advanced options such as the Trusted List, Skipped Devices, and Intrusion Settings.

To manage internet filtering, tap Content Restrictions and configure content restriction settings for staff devices.

You can also control when the Staff network is available by tapping Network Access Hours. From the Network Hours dropdown, select Always On to keep the network available at all times, Every Day to apply the same access hours daily, or Custom to define different availability periods throughout the week. Tap Save to apply your schedule.

To set up the Customer Portal network, go to Networks, tap the Customer Portal network, and use the toggle to Enable Customer Portal. Once enabled, tap Page Content to begin configuring the portal. Enter a Network Name (SSID) and a Page Heading, then tap Upload to select a cover photo for the portal page.

Next, choose the Login Requirements. You can select Email, First Name, and Last Name to collect customer information for marketing purposes, or select None if you do not wish to collect personal information. You may also enable or disable the Anti-spam Content option to control marketing communications opt-in. When enabled, select the appropriate Anti-spam Consent type, enter either a consent webpage URL or plain text, and confirm whether anti-spam consent is legally required in your locality.

You can then configure the Terms of Service by selecting the Terms of Service type and entering either a webpage URL or plain text. Customize the Button Text and tap Save once your page content settings are complete.

To customize the appearance of the Customer Portal, tap Branding. Upload a logo image, then enter or select colors for the background, font, primary button, and button font using hex codes or the color selector. Tap Save to apply your branding changes.

To control when the Customer Portal network is available, tap Network Access Hours. From the Network Hours dropdown, choose Always On, Every Day, or Custom to set specific availability times throughout the week. Tap Save to apply the schedule.

For added security, tap Network Security to configure options such as the Trusted List, Skipped Devices, and Intrusion Settings. You can also manage filtering options by tapping Content Restrictions and configuring content restriction settings.

Finally, tap Customer Portal Visitors to manage visitor data. To adjust how long login information is retained, tap Edit, select a Login Retention period from the dropdown, and tap Save. To receive a list of customers who accessed the Customer Portal, tap Email Customer List File.

To add a new network, go to Networks, tap the + button, and select Add Network. Enter a Network Name (SSID) and Wi-Fi password, then choose the broadcasting Wi-Fi bands and a security type. You can enable or disable additional options such as Broadcast SSID, which allows devices to discover the Wi-Fi network, and Intra-Isolation, which prevents devices on the custom network from communicating with each other. Intra-Isolation should only be enabled if all devices connect independently to the internet and do not need to interact with other devices on the network. Inter-Isolation is always enabled and prevents devices on the custom network from seeing or being seen by devices on other networks. Once your settings are complete, tap Save.

To edit a Network Name (SSID) or Wi-Fi password, go to Networks, tap the network you want to modify, and select Edit. Update the network name and/or Wi-Fi password as needed, then tap Save to apply the changes.

To manage Content Restrictions, start by tapping the toggles to enable or disable specific restriction features. Safe Search filters out potentially offensive and inappropriate search results, while YouTube Restrictions limit access to potentially mature or inappropriate video content. You can also enable Block DNS over HTTPS, which prevents encrypted DNS requests from being resolved, though it does not block encrypted website traffic such as HTTPS sites. Additionally, enabling Block iCloud Private Relay prevents web traffic from being routed through Apple’s iCloud Private Relay service.

Next, tap Content Restrictions to refine filtering options. Use the dropdown menu to select a preset group of content categories, or manually enable restrictions by toggling individual categories based on your needs.

To control access to mobile apps, tap Applications and search for specific applications. Select an app to define its restrictions, choosing Block to fully restrict access, Always Allow for unrestricted access, or Allow For to permit usage for a limited time. App restrictions can be removed at any time by tapping the X next to the application.

To manage website access, tap Websites, enter a website URL, and tap the + button to add it. Choose whether the site should be Blocked or Always Allowed, and remove a website restriction at any time by tapping the X.

The Skipped Devices feature allows you to bypass Network Security for selected devices by disabling packet inspection of their network traffic. Devices that are skipped will not trigger any security alerts.

The Additional Details section provides an overview of network security activity and performance. It includes the total number of viruses detected, total intrusions, and total web threats, as well as Network Security uptime, the number of packets analyzed for the current day, and the date and time the information was last updated.