A user can look into reports, add/edit people to sign in on the tablet, invite other users and more. Follow this guide to learn how to add and set up a user so they can help manage your VisTab System on the Web Portal.
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A User can log into the Web Portal, this doesn't give them the ability to sign in/out on the tablet. If you want to allow someone to sign in/out on the tablet, add them as a Person.
User = Log in to the Web Portal app.vistab.co.nz Person = Sign In/Out on the Tablet |
See Roles & Site Limits on how to limit access for users.
See Add Mobile User to add users for the Remote App.
Go to the Web Portal
- Select Admin > User
- Select Invites
- Select Send Invite
- Select a Role
- You can find more information about Roles here Roles & Site Limits
- Assign site limits if you have more than one site, empty = access to all sites
- Add new users by
- Add Row
- Type in their email address manually
- Excel Upload
- Upload a list of emails, minimum requirement is a column with a header called email
- From People Email
- Select from people in your system, will only work if there is an email address associated with the person
- Add Row
- Select Verify
- The Status will tell you if there are any duplicates, you can delete these by selecting Delete Existing
- Select Send
| Invite Email Subject | Optional |
| Role | Select the permission level you want to assign the new user, this can be the same Role or any Role with less permissions (e.g. Report Viewer) |
| Sites | Only applicable if you have more than one site. Assign site limits to limit a user's access to information, they won't be able to see any user, people or report related information to those sites. Empty = access to all sites. |
| Expiry Days | Default 30 days |