User Types
User type is a required field when adding your staff. Select the user type to set the access level to the portal and app.
Staff can be added by individual name or in groups with similar staff using the same login.
NOTE
Your DateCodeGenie® user type structure may or may not follow your company's structure.
WARNING
A unique email address is required for each Portal Administrator and DateCodeGenie Manager added.
There are three DateCodeGenie user types.
| 1. Portal Administrator | 2. Manager | 3. User | |
|---|---|---|---|
| Portal | Full access | Access based on permissions | No access |
| App | Full access | Access based on permissions | Access based on permissions |
Portal Administrators
- Are responsible for:
- Setting up portal.
- Adding and managing data.
- Training staff.
- Becoming the DateCodeGenie expert for your company.
- Access to all locations.
- Multiple Portal Administrators are allowed with edits being instantaneous.
-
Primary Portal Administrator
- Set as main point of contact for your staff and the DateCodeGenie team.
- Contact information will appear in the portal and the app.
TIPS & TRICKS
Add an additional Portal Administrator as back up.
Managers
- Access to portal and app based on permissions, see Permissions.
- Access based on locations assigned.
- Cannot:
- Export data from the portal.
- Edit data added by portal administrators or other managers.
- Ability to train and support users.
Users
- Access to app based on permissions, see Permissions.
- Access based on locations assigned.
- Common user type for staff printing labels on the device.
