Add people, roles and channels
Set up sign-in with your own IDs, create a role that opens the right channels, and add your first person.
- ⏱ 5 min
- Who: Admins
- Works in: Browser, Mac, Windows
01
Step 1: Add a field.
Admin → Fields → Add field: “Employee ID”, number, required, unique.
chat.northwind.exampleAdd fieldUser fields
What a user looks like in Smack. The Create and Edit user forms follow this list, top to bottom.
Label Type Required Unique Used for login Full nameBuilt-in Text Yes — — Employee ID Number Yes Yes — Department Choice — — — Office Choice — — — 1chat.northwind.exampleAdd fieldUser fields
What a user looks like in Smack. The Create and Edit user forms follow this list, top to bottom.
Label Type Required Unique Used for login Full nameBuilt-in Text Yes — — Employee ID Number Yes Yes — Department Choice — — — Office Choice — — — 102
Step 2: Sign in with it.
Admin → Authentication: choose Employee ID as a login field.
chat.northwind.exampleAuthentication
Which user fields people sign in with, and the rules for passwords.
Sign-in fields
Used for sign-in, in this order
1Employee IDNumber · uniqueOther fields
Full nameNot eligible2chat.northwind.exampleAuthentication
Which user fields people sign in with, and the rules for passwords.
Sign-in fields
Used for sign-in, in this order
1Employee IDNumber · uniqueOther fields
Full nameNot eligible203
Step 3: Create a role.
Admin → Roles → New role “Apollo team”, and link
#apollo-launch.chat.northwind.exampleNew roleRoles
Roles grant permissions and add people to linked channels.
Role Description Members Permissions EveryoneSystem Every active account 140 6 AdminSystem Runs the workspace 2 24 CEOSystem Always allowed, cannot be removed 1 31 Engineering Product and platform engineers 34 9 Apollo team Everyone shipping Apollo 6 10 Support Customer support engineers 11 7 Client services Account managers 8 8 Edit roleApollo team
Members: 6
Linked channels
apollo-launchdesign-review
Permissions
- Create channels
- Pin messages
- Record calls
- Create meetings
3chat.northwind.exampleNew roleRoles
Roles grant permissions and add people to linked channels.
Role Description Members Permissions EveryoneSystem Every active account 140 6 AdminSystem Runs the workspace 2 24 CEOSystem Always allowed, cannot be removed 1 31 Engineering Product and platform engineers 34 9 Apollo team Everyone shipping Apollo 6 10 Support Customer support engineers 11 7 Client services Account managers 8 8 Edit roleApollo team
Members: 6
Linked channels
apollo-launchdesign-review
Permissions
- Create channels
- Pin messages
- Record calls
- Create meetings
304
Step 4: Create a person.
Admin → Users → New user with an ID and a temporary password, and assign “Apollo team”.
chat.northwind.exampleNew userUsers
Everyone with an account. Create accounts, assign roles and deactivate people.
Name Login ID Roles Status Last seen PRPriya Raman NW-0001 CEO Active Just now SHSofia Haddad NW-0007 Admin Active Just now JWJonas Weber NW-0012 EngineeringApollo team Active 5 min ago AOAmara Okafor NW-0019 Apollo team Active 12 min ago HKHana Kobayashi NW-0031 Engineering Active 3 h ago LOLiam O’Connor NW-0044 Client services Active 1 h ago New userFull nameInes DuarteEmployee IDNW-0061Temporary password••••••••••Must change it at first sign-inRolesApollo teamCancelCreate4chat.northwind.exampleNew userUsers
Everyone with an account. Create accounts, assign roles and deactivate people.
Name Login ID Roles Status Last seen PRPriya Raman NW-0001 CEO Active Just now SHSofia Haddad NW-0007 Admin Active Just now JWJonas Weber NW-0012 EngineeringApollo team Active 5 min ago AOAmara Okafor NW-0019 Apollo team Active 12 min ago HKHana Kobayashi NW-0031 Engineering Active 3 h ago LOLiam O’Connor NW-0044 Client services Active 1 h ago New userFull nameInes DuarteEmployee IDNW-0061Temporary password••••••••••Must change it at first sign-inRolesApollo teamCancelCreate405
Step 5: Limit an announcement channel.
In
#announcementssettings, set Who can send messages to Selected people.chat.northwind.exampleannouncementsCompany news. Priya and Sofia post here.
2- Monday
- PRPriya Raman08:00Toronto office opens on the 20th. Thanks, Amara and team, for six weeks of very long days.
Only selected people can send messages in this channel.announcements· SettingsWho can send messages
EveryoneSelected peoplePRPriya RamanSHSofia HaddadEveryone else can still read and react. The channel owner can always post.
5chat.northwind.exampleannouncementsCompany news. Priya and Sofia post here.
2- Monday
- PRPriya Raman08:00Toronto office opens on the 20th. Thanks, Amara and team, for six weeks of very long days.
Only selected people can send messages in this channel.announcements· SettingsWho can send messages
EveryoneSelected peoplePRPriya RamanSHSofia HaddadEveryone else can still read and react. The channel owner can always post.
506
Step 6: Check the log.
Open Admin → Audit and filter by your name.
chat.northwind.exampleAudit log
Every audited action, newest first. Entries are permanent and cannot be changed.
Actor: SHSofia HaddadAction: Any actionTime Actor Action Target Summary 2 Oct 2026, 10:22:41 SHSofia Haddad IP policy updatedip_policy.updated Remote engineering Added 192.0.2.44 (VPN gateway) 2 Oct 2026, 10:19:03 SHSofia Haddad Role assignedrole.assigned Hana Kobayashi Apollo team 6chat.northwind.exampleAudit log
Every audited action, newest first. Entries are permanent and cannot be changed.
Actor: SHSofia HaddadAction: Any actionTime Actor Action Target Summary 2 Oct 2026, 10:22:41 SHSofia Haddad IP policy updatedip_policy.updated Remote engineering Added 192.0.2.44 (VPN gateway) 2 Oct 2026, 10:19:03 SHSofia Haddad Role assignedrole.assigned Hana Kobayashi Apollo team 6
User fields
What a user looks like in Smack. The Create and Edit user forms follow this list, top to bottom.
| Label | Type | Required | Unique | Used for login |
|---|---|---|---|---|
| Full nameBuilt-in | Text | Yes | — | — |
| Employee ID | Number | Yes | Yes | — |
| Department | Choice | — | — | — |
| Office | Choice | — | — | — |
Authentication
Which user fields people sign in with, and the rules for passwords.
Sign-in fields
Used for sign-in, in this order
Other fields
Roles
Roles grant permissions and add people to linked channels.
| Role | Description | Members | Permissions |
|---|---|---|---|
| EveryoneSystem | Every active account | 140 | 6 |
| AdminSystem | Runs the workspace | 2 | 24 |
| CEOSystem | Always allowed, cannot be removed | 1 | 31 |
| Engineering | Product and platform engineers | 34 | 9 |
| Apollo team | Everyone shipping Apollo | 6 | 10 |
| Support | Customer support engineers | 11 | 7 |
| Client services | Account managers | 8 | 8 |
Apollo team
Members: 6
Linked channels
apollo-launchdesign-review
Permissions
- Create channels
- Pin messages
- Record calls
- Create meetings
Users
Everyone with an account. Create accounts, assign roles and deactivate people.
| Name | Login ID | Roles | Status | Last seen |
|---|---|---|---|---|
| PRPriya Raman | NW-0001 | CEO | Active | Just now |
| SHSofia Haddad | NW-0007 | Admin | Active | Just now |
| JWJonas Weber | NW-0012 | EngineeringApollo team | Active | 5 min ago |
| AOAmara Okafor | NW-0019 | Apollo team | Active | 12 min ago |
| HKHana Kobayashi | NW-0031 | Engineering | Active | 3 h ago |
| LOLiam O’Connor | NW-0044 | Client services | Active | 1 h ago |
Company news. Priya and Sofia post here.
- Monday
- PRPriya Raman08:00Toronto office opens on the 20th. Thanks, Amara and team, for six weeks of very long days.
Who can send messages
Everyone else can still read and react. The channel owner can always post.
Audit log
Every audited action, newest first. Entries are permanent and cannot be changed.
| Time | Actor | Action | Target | Summary |
|---|---|---|---|---|
| 2 Oct 2026, 10:22:41 | SHSofia Haddad | IP policy updatedip_policy.updated | Remote engineering | Added 192.0.2.44 (VPN gateway) |
| 2 Oct 2026, 10:19:03 | SHSofia Haddad | Role assignedrole.assigned | Hana Kobayashi | Apollo team |
That’s it.
New people sign in with their employee ID, and their role puts them in the right channels on day one.
Was this helpful?