FAQ's
There are 3 User types: Administrator - has full account authority Portal User - has access to both the App and the Web Portal. The Administrator can ...
Tue, 5 Nov, 2024 at 8:55 AM
To add a new user to your account In the the Web Portal select Admin > New User. (Note: If you don't see the Admin icon in the top menu, select t...
Wed, 25 Jun, 2025 at 6:33 PM
User groups enable you to segment your users into different categories. You can create different User Groups and then assign individual Users to one or more...
Tue, 4 Feb, 2025 at 1:41 PM
User permissions allow you to control what different users can access within the Web Portal and the App. You can only edit a User's permissions through ...
Wed, 5 Feb, 2025 at 12:19 PM
Users can be added, edited and made inactive (removed) via the Users menu. To edit a User: In the Web Portal, select Admin > All Users > Select th...
Tue, 5 Nov, 2024 at 8:55 AM
Each User needs to be allocated to at least one User Group, this can be the default Group 'Main' if you do not require additional user groups. there...
Wed, 25 Jun, 2025 at 6:45 PM
You are able to =create new groups in the Web Portal by going to Admin > User Groups > + New Group. Enter the details, and select the Users and pe...
Wed, 25 Jun, 2025 at 6:51 PM
To edit a user group In the Web Portal go to Admin > User Groups > click the Arrow icon for the group you would like to change > Edit details and/o...
Wed, 25 Jun, 2025 at 6:54 PM
To edit a users profile picture in the Web Portal > Admin > All users > Select the user > Select the pencil icon > Drag and Drop a photo or...
Wed, 25 Jun, 2025 at 7:04 PM
User details can be updated in the user profile through the Web Portal if you are an admin or Portal User (field agents can only access the App). If you...
Wed, 25 Jun, 2025 at 7:14 PM