User Management - Creating A User and User Roles

Registering a new user

Via App

  • When registering via the App (via Sign Up on the login page), you will create a user of type "User - Full access". (Warning! By default this will start the installation flow for a new location! The user is not shared to any locations by default..)
    • If a location with a active Smappee already exists then someone already shared with this location or the Partner Full Access user must share this location with the new user.

Via Dashboard (Partner only) (https://dashboard.smappee.net/)

  •  A Partner - Full Access (Partner Admin) user can create 4 types of users via the Users Card in the Dashboard. (please see Roles below)
  • If you are partner and you need a Partner User please request this via your respected business developer.

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Sharing a user

Via App

Via Dashboard

  1. Add the Card "Shared users" to a Board.
  2. Select the correct location on via the Search function on the top right of the Dashboard
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  4. Press Share with user button

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Roles

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See App and Dashboard Essentials training on the Smappee Academy

User - Full access

Default App user.

By default this user is not shared to any location and only has read/write access to all locations on which this user is shared.

This user can access both App and Dashboard.
This user does not belong to any organisation.

User - Read-only

By default this user is not shared to any location and only has read access to all locations on which this user is shared. (Cannot change any configuration)
This user can access both App and Dashboard.
This user does not belong to any organisation

Partner - Full access

Has read/write access to all locations of an organisation.
This user can only use the Dashboard and a dedicated partner portal on https://www.smappee.com/partner-portal/

This user belongs to the organisation of the Partner and can be found/changed by the Partner -Full Access user.

Partner - Read-only

Only has read access to all locations of an organisation.
This user can only use the Dashboard and a dedicated partner portal on https://www.smappee.com/partner-portal/

This user belongs to the organisation of the Partner and can be found/changed by the Partner -Full Access user.

Partner - API

Has access via the DevAPI (https://smappee.atlassian.net/wiki/spaces/DEVAPI/overview) to all servicelocations belonging to the organisation of the partner.

Please beware that you need a licence for each servicelocation you wish to access (unless agreed otherwise with the business developer)

 

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