Description: This guide explains how to create admin and guard users with unique usernames and passwords.
Creating a User
Adding users is done through the web portal and not the native mobile apps. The web portal can be accessed through a web browser on your desktop, laptop, or mobile device at app.visioninsites.com.
1. Navigate to the Account Page
Go to the drop-down menu in the upper right-hand corner of the screen.
Click on Account.
2. Access the User Management
On the account page, click View.
3. Add a New User
Click the New User button.
Enter the following information:
Full Name
Unique Username
Password
4. Additional Details (Optional)
Phone Number: Useful for users signing in on personal devices, allowing them to use a magic link instead of a password.
5. Assign a Role
Select whether the user will be an Admin or a Guard.
6. Create the User
Click Create to finalize the user creation.
š” Important Note: Usernames must be unique system-wide. If the username is already taken, you will need to choose a different one.
Roles
ā”ļø Admin: Has full access to the system, including user management, settings, and reports. Also includes the ability to to change the site an observation was submitted on.
ā”ļø Supervisor: Dashboard Access with the ability to create and edit Guard users. Can also add and edit properties: add checkpoints, tours, etc. Supervisors can edit any properties that have not been "Locked: by an admin on the account.
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ā”ļø Guard: Has limited access and can only submit observations.
š” Please note: Users will not be notified when their account is created. It is the adminās responsibility to share the login credentials with the security team.