Using the Verifier User Role
A Verifier User allows a user to login to multiple Site App Pro accounts using the same login details
In this Article:
- What is a Verifier User?
- How to add a Verifier
- Switch Account Shortcut for Verifiers (New Release Feature December 2020)
What is a Verifier User?
A Verifier User is a User Role you can use that has restricted access across multiple accounts, this is perfect for a Health & Safety Consultant who may monitor multiple Site App Pro accounts. A Verifier User Role means you can be set up as a Verifier with the same email address & password in multiple Site App Pro accounts, that way you don't need a different email address for each account you Verify.
A Verifier User gives you the ability to access:
- Both the Admin Console & Mobile App
- Ability to look at Reports
Verifiers don't have the ability to:
- Adding/Editing Staff or Users
- Viewing Payment details
- Filling in Forms on the app
You can select a Verifier to be added with a Staff Record, this will give them the ability to get a pin number, which means they will have the ability to sign off forms on the app.
How to add a Verifier?
A Verifier is added just like any other User:
- Go to Team & Users
- Set them up as a new user by clicking the green plus icon
- Click the second icon (the one with the square & person in it)
- Add their Email Address & set them a password
- Add their First & Last name
- Set their user role as Verifier
- If you want this user to have the ability to complete forms, then you can tick the box to add a Staff Record for the account too.
Switch Account Shortcut for Verifiers
If you are set up as a Verifier user you can very easily switch between accounts using our SWITCH tool.
Switching between accounts on the Mobile:
- Click the Menu icon (three lines in top left corner)
- Click SWITCH
- Select the account you want to access
Switching between accounts on the Admin Console:
- Click the Account icon (face icon in the top right corner)
- Click SWITCH
- Select the account you want to access