As an Admin user, you are able to maintain who has access to the Snap Send Solve Portal. This article will explain what the difference between the levels of access are, as well as adding, modifying, and removing users from the system.
In this article:
Levels of access in the Portal:
Level of access | Description |
Admin | Admin users can view and update any report sent to their authority.
They can modify the details of their authority (eg. address, phone number, etc), and can also customise their incident types.
They also control user access to their authority. |
Standard User | Standard users can view and update any report sent to their authority.
They cannot modify the details of their authority(eg. address, phone number, etc).
Users cannot view or customise their authority’s incident types.
Users have access to the general portal navigation and can view dashboards. |
Limited User | Limited users can open and manage individual reports by verifying their email address once every seven days.
Limited users will not have access to general portal navigation – they can only view individual reports via link shared to them.
They have the ability to update a report and can see Snappers details. |
Read only | Read only users can only view individual reports – they cannot update reports.
Snapper details (i.e Name, Snapper ID) will be not be visible to Read only users.
Like Limited users, Read only users cannot navigate to other pages in the Portal. |
Recommendations
Your organisation should always have at least 2 people who are Admins for redundancy
Anyone directly employed by your organisation should be added as Standard users
Anyone from outside your organisation who should be able to view certain incidents (eg. contractors) should be set as Limited users
Working with your user list
Similar to your incident list page, the user list page is configurable, which can be especially useful where your organisation has a large number of users.
Start by navigating to your user list via the Users option in the menu:
Here is the general functionality available on the User list page:
Export your list of users as a CSV file
Add a new user
Configure the columns you want to display in the list
Sort the list and search or filter for your desired properties via the icons in the column headers
Click a user’s email address to open that user’s profile
Adding new users
Start by clicking the orange Add new user button. You will be presented with the Create user dialog:
Enter properties for first & last name, and email address (all are mandatory).
Then, designate whether they will be a Standard User or Admin, and click the Create button.
Once the user profile has been created, an account activation email will be sent to their email address. This allows the user to set a password for their login
Email address “not verified”
After adding a new user, if you open their profile, you may notice a message against their email address saying “Not verified”:
The message means that the user has not yet logged in to the Portal. It will remain until the user first logs in, after which it will no longer be shown.
Working with Limited Users
Limited Users - i.e. those who access single incident reports by verifying their email address - do not need to be “added” in the way that Admin and Standard Users are.
Rather, when they successfully verify their work email address and access at least 1 record, their details will then appear in your user list.
By default, your company’s email domain (eg. anyco.com) will be added to the whitelist of those that can access individual report by verifying their email address.
If you require an external company’s email domain to be whitelisted so that they can access reports in the same way, please contact customers@snapsendsolve.com and we can take care of that for you.
Modifying existing users
Start by finding the user you want to modify, then click their email address to modify their properties:
As an Admin, you have the ability to update a user’s name and phone number, if required
You cannot change a user’s password, but you can re-send the account activation email, which is the same action as the user clicking the forgot password link on the Portal login screen
Set the User type according to your requirements
Change the Status of the login - setting this property to off will prevent the user from being able to log in to the Portal (rather than completely deleting their account). Note that this has no relevance to Limited users.
Delete the user’s profile where needed
Save the changes you’ve made to the user’s profile
Disabling vs deleting users
There are two options for denying a user access to the portal - disabling and deleting.
Disabling a user simply prevents that user from being able to log in to the portal. This can be useful where, for example, you have a user who should only have portal access for a limited amount of time, and rather than creating a login for that person every time they need access.
Deleting a user completely removes them from the portal. The references to them will not be removed from the portal - for example, entries in the timeline:
