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User Account Best Practices

Here are some best practices that we follow around user accounts.

S
Written by Support Manager
Updated over a year ago

When we are setting up large organizations here are some of the best practices we follow:

Store Accounts: Creating a store account for each location that the users in that location used to complete checklists.

Pros:

  • One account per store.

  • Easier to manage employee turnover.

  • Easier to manage passwords.

  • Doesn't require you to give emails to every employee at the location.

Cons:

  • Users are entities in the system and when you use the same account for every checklist completed, you have to dig a little to figure out who did the checklist.

    • To combat this, we will put a required text question at the top of each end user checklist that requires them to enter their name.

User Accounts: these are employee accounts for individual contributors and people you want to be able to track.

Pros:

  • One account per user

  • Easier to report off of.

Cons:

  • You need to manage these accounts more actively.

  • You need to turn them off when employees leave and create new accounts for new employees.


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