We love new users!
If you have the proper roles within the system, you can see the Admin - Users - New User buttons.
If you have those roles, follow the steps below to add a new user:
Open the OpsAnalitica app.
In the left side dashboard, select Admin, then select Users.
Select +New User.
Enter key information such as Title, First Name, Last Name, and Email. Then make sure status is set to Active.
Select their Roles: at bare minimum they have to have the Inspector Role but most people have Inspector and View Reports. If they are going to be adding users or editing checklists you can give them the User Mgt or Checklist Mgt roles.
You should add a tag for their restaurant name
Click Create User
An email will be sent to them with a link to set their password.
Managed Service Clients:
If you are a Managed Service Client, please upload a spreadsheet with the following information: Title, First & Last Name, Email, and which locations they work at.