Articles

Contains articles that describe how to create new users, user roles, groups and update rights and settings for existing users.

• Creating Groups

  Overview Users may need to create new groups - they are used to organize workers from different teams or branches into separate units and provide access to settings, forms, job types that are availabl...

• Creating Security Roles

  Overview You may need to create and configure new security roles on the web portal. Roles are used to configure user access rights to groups and product features on the web portal and mobile app. Prer...

• Creating User Accounts

  Overview You may need to add new admin users who will be using the web portal or field workers who will use the mobile app (but also have limited access to features of the web portal). Prerequisites Y...

• Uploading Users in Bulk

  Overview When you need to create a large number of user accounts, you can upload an XLS or CSV file with all required information about each user and create the accounts in bulk. This option also allo...

• Moving User to Another Group

  Overview You may need to add users to a different group when a user was transferred to another department or branch, or when a worker left the company but you want to keep the account for reporting pu...

• Deleting Users

  Overview Administrators may need to remove web user accounts and mobile workers who left the company or not using the mobile app.  Prerequisites You need to have an account with Company Administrator,...

• Creating Mobile Supervisor Account

  Overview Your managers may need to be able to start or end shifts for mobile workers using StreetSmart Mobile app. In this case, you need to create a user with Mobile Device Supervisor permission. Pre...

• Checking Status of Mobile Worker

  Overview Managers and administrators may need to check the current status of field workers to verify if they started the shift, job or if their location is up-to-date. Prerequisites You need to have a...

• Changing Role of User

  Overview You may need to assign another role to a user when they move to another team or need access to specific features of StreetSmart (e.g., reports, alerts, forms, etc.). Prerequisites You need to...

• Editing Security Roles

  Overview You may need to modify existing security roles in cases where they were created incorrectly or new groups need to be added to the role permissions. Prerequisites You need to have an account w...