Set Up Manager Profiles and Access for the Scanner App
Set Up Manager Profiles and Access for the Scanner App
Efficiently set up manager profiles for your team using the Perkstar Scanner App. Follow these steps to ensure smooth access and management.
Creating a Manager Profile
Navigate to the Managers Screen:
Log in to the Digital Wallet platform and select Managers from the left-hand menu.
Start Adding a Manager:
Click the Add Manager button located at the bottom of the Managers grid or on the Create Manager tile.
Visual Guide Prompt: Include a GIF showing navigation to the Managers screen and clicking the Add Manager button.
Enter Manager Details:
Fill in the following fields in the Add Manager popup:
Full Name: Enter the manager’s complete name.
Email: Provide the manager’s email address.
Contact Number: Enter the manager’s phone number.
Set a Password:
Create a password for the manager in the Password field.
Re-enter the password in the Repeat Password field for confirmation.
Assign a Location:
Use the Location dropdown to assign a specific location to the manager. All pre-created locations will appear in this dropdown.
Add Notes (Optional):
Record any additional instructions or comments in the Notes field.
Control Email Invitation:
By default, the manager receives an access invitation via email. To disable this, toggle off Send access to email.
Complete the Profile Creation:
Click the Create button to finalize the profile.
The new manager profile will appear in the Managers grid.
Visual Guide Prompt: Add a GIF showing the completion of the profile creation process and the manager appearing in the grid.
Accessing the Scanner App
Managers can log in to the Scanner App using their credentials.
Share the provided URL with the manager to access the app.
Visual Guide Prompt: Include a GIF showing a manager logging into the Scanner App using their new credentials.
With these steps, you can effectively onboard managers and ensure seamless team operations using the Scanner App.
Efficiently set up manager profiles for your team using the Perkstar Scanner App. Follow these steps to ensure smooth access and management.
Creating a Manager Profile
Navigate to the Managers Screen:
Log in to the Digital Wallet platform and select Managers from the left-hand menu.
Start Adding a Manager:
Click the Add Manager button located at the bottom of the Managers grid or on the Create Manager tile.
Visual Guide Prompt: Include a GIF showing navigation to the Managers screen and clicking the Add Manager button.
Enter Manager Details:
Fill in the following fields in the Add Manager popup:
Full Name: Enter the manager’s complete name.
Email: Provide the manager’s email address.
Contact Number: Enter the manager’s phone number.
Set a Password:
Create a password for the manager in the Password field.
Re-enter the password in the Repeat Password field for confirmation.
Assign a Location:
Use the Location dropdown to assign a specific location to the manager. All pre-created locations will appear in this dropdown.
Add Notes (Optional):
Record any additional instructions or comments in the Notes field.
Control Email Invitation:
By default, the manager receives an access invitation via email. To disable this, toggle off Send access to email.
Complete the Profile Creation:
Click the Create button to finalize the profile.
The new manager profile will appear in the Managers grid.
Visual Guide Prompt: Add a GIF showing the completion of the profile creation process and the manager appearing in the grid.
Accessing the Scanner App
Managers can log in to the Scanner App using their credentials.
Share the provided URL with the manager to access the app.
Visual Guide Prompt: Include a GIF showing a manager logging into the Scanner App using their new credentials.
With these steps, you can effectively onboard managers and ensure seamless team operations using the Scanner App.