All staff that will be using the OpsBase system will need to be added to your Users area. This is only accessible under Settings > Users > Staff by Primary Admin.

In order to set up your Staff members into your Org you will need:

  • Their full name

  • An email address


Add Users

In the Web app, when in the Users menu, under the Staff tab:

  • Click the plus (+) button in the bottom right corner of the screen

  • Enter your Users first and last name, as well as their email, and click Create

From here, the User card will open up:

  • Optionally add the Users phone number (this gives them an additional way to login to the Native app)

  • Select the Places that your User is able to work

  • Select the Position(s) that your User holds (this will automatically add them to the Team that the Position(s) belongs to)

If your User is a basic Staff type for the platform, you can click the X in the top right corner and continue adding more Users, following the same process.


Upgrade User to Admins

Once you add your User and configure the Places and Positions they have permission and access to, you also have the option to upgrade them to a Place or Primary Admin.

You can upgrade them by clicking on their name and on your preferred choice at the bottom of the User card.

💡

Primary Admin

Full access to everything (all features, Places, Sites, etc plus Settings and billing).

Place Admin

Access to Analytics for Ops and Issues. Plus access to manage Ops and Issues.

All-access is limited to the Places/Sites that they are assigned.

Once they have been upgraded, they will receive an email welcoming them to OpsBase and should be able to log in immediately.


How to invite your User to the Native App

Admins will receive an invite email to the OpsBase web app. However, when you add ordinary members of staff, no notification is sent to them.

You may wish to advise your staff about the new OpsBase system during a team meeting, for example. However, if you would like them to receive an email invitation too, you can send one following these steps directly from the Web App.

From the User List:

  1. Select the User(s) you wish to invite to the mobile app.

  2. Click on the envelope icon that appears in the Search bar at the top of the page.

💡

If you would prefer your staff to only use Shared Devices, rather than their personal mobiles, it is recommended to not send them the Native App invite.

Alternatively, if you chose to send them a text message or email on your own, then the following wording is suggested... ✉️

"We're using OpsBase, a new system to help manage our tasks, compliance and staff communications. An account has been created for you. Please download the app for your mobile from here:

iOS: https://apps.apple.com/gb/app/opsbase-teamboard/id1458068032

Android: https://play.google.com/store/apps/details?id=com.opsboard

To watch a demo of how it is used, please visit:

https://support.opsbase.com/en/articles/3352515"


© The OpsBase team

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