Permissions

Permissions

Permissions 

Viewing user permissions

To view an existing user's permissions go to the Teams tab in the top bar. 

Search for the desired user in the search bar in the top middle of the screen.



Click on the user in question to open their profile and view their permissions. 



To make a change, click on the Edit button in the top right of their profile.


During invite/edit 

When inviting and editing users, permissions can be added and removed.


To do so, simply highlight/un-highlight OR click/un-click on the permission to add or remove it.



Definitions

App Permission Definitions

The permissions are defined as follows: 
App
  1. Add Locations - Allows NEW locations to be created from within the app
  2. Gamification - Completing certain tasks will earn the user points and move them up the leader board.
  3. Mange Locations - Allows user to download locations which aren't in their ownership originally.
  4. Smart Data - A set up which retains the user's answers from one report to the next.
  5. Recommendation - Users are able to invite co-workers from the same domain to Zaptic.
  6. Planner - Calendar style landing page which enables users to schedule their day. 

NOTE: 2.0/Manufacturing clients do not need to select any app permissions for the majority of app only users.

Portal Permission Definitions

Portal
  1. Business Management - Gives user access to the Campaigns and Data Management tabs in the portal.
  2. Edit Processes - Allows user to edit process flows in the Workflows tab.
  3. Analytics - Displays the Analytics bar in the top menu (when dashboards are managed by Zaptic)
  4. User Management - Enables access to the Teams tab. 
  5. Procedure Management - Opens the Procedure tab in the top bar (For 2.0/manufacturing clients)
  6. View Processes - Allows users to view process flows in the Workflow tab but not make edits.



    • Related Articles

    • Inviting New Users

      Inviting Users Go to the Teams tab in the top bar of the portal. If you don't see this, you should request the "User Management" permission from your system admin. Pressing the Invite New Users button on the left hand side of the screen will take you ...

    • How to invite a new user?

      Note 1: You need to have USER management permission to do this operation. A quick way to verify if you have that permission is to quickly check if you can see the TEAMS tab (located at the top of your Zaptic page). If you don't see this, you should ...

    • FAQ: Why can't I see a task/ training on the app?

      FAQ: Why can't I see a task/ training on the app? Usually, a task/ training is not available on the app if a team is NOT assigned to the procedure. Or if a user is not associated with a team. So if you have this issue check 2 things: 1. The procedure ...

    • Creating Teams

      Adding a New Team Go to the Teams tab in the top bar of the portal. If you don't see this, you should request the "User Management" permission from your system admin. Pressing the Invite New Users button on the left hand side of the screen will take ...

    • FAQ: Is my app going to update on its own?

      The app can be updated manually or automatically depending on your phone/ tablet settings. On iPhone and Android you can choose when updates to applications happen.  How to enable automatic APP updates on iPhone and iPad. Open the Settings app on the ...