Site Auth Manual

About this manual

The permissions page (Site Auth) is where your site's people, their PINs and their access to each app are managed, in one place for every app on the site. People sign in to the apps themselves; this page is only for admins.

Every entry in the contents, and every link in the text, jumps to that topic. The pictures show a sample organization with made-up people.

Signing in

Opening the permissions page

This page is where your site's people and their access are managed, for every app on the site. Only admins can use it. Tap Sign in to start.

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Your name and PIN

Sign in with the same name and PIN you use in the apps. Forgot your PIN? works here too.

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The emailed admin code

Because this page is for admins only, it goes straight to the admin code: a 6-digit code is emailed to the address on file for you. Type it and tap Use admin access. The code works once and expires in 10 minutes; Send a new code sends another. Anyone who is an admin needs an email address on file.

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People and PINs

Setting someone's access

Under People, pick a person from the list. Their levels are shown app by app: tick the one they should have in each app and tap Save. A person has one level per app; ticking one clears the others, and unticking all removes their access to that app. Site admin makes them an admin of every app, so their app boxes are locked. App admins only see the apps they run.

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Adding a name

Tap Add a name, type the person's real name (the one they will sign in with) and tap Add. The new person has no levels yet: tick them and save. A new person has no PIN, so they can't sign in until you give them a temporary PIN (The temporary PIN sheet).

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Giving a temporary PIN

Pick the person and tap Temporary PIN, then confirm. It replaces any PIN they have.

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The temporary PIN sheet

If the person has an email address on file, the PIN is emailed to them; otherwise it is shown here once for you to pass on (Print prints the sheet). A temporary PIN works once, only for that person, and expires in 14 days; signing in with it leads straight to choosing their own PIN.

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Temporary PINs for everyone

When you are ready for people to start signing in, tap Create temporary PINs for everyone without a PIN (site admins and owners). People with an email get theirs by email at once; the rest are listed on a sheet to print and hand out. Shred the sheet once the PINs are handed out.

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Apps

Apps: which apps your site has

Apps lists every app the company offers. The ticked ones are the apps your site has; the line at the top says whether the site's license is active and when its term ends. Apps the site doesn't have are grayed out with a Request button: tap it and the company is told you'd like that app (once a day per app).

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For owners: switching apps on and off

Signed in as an owner, the tick boxes can be changed: tick an app to switch it on for the site, untick it to pause it. A paused app shows its "paused" screen and can't be changed until it is ticked again.

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Site data

Site data: your name, address and icon

Site data (site admins and owners) holds your organization's details once, for every app on the site: the site code (given by the company), the full name, the short name shown in app headers and on phone home screens, and the mailing address printed on reports. Tap Save site data when you change them.

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Your account

Your own passkeys

Passkeys in the header lets you sign in with your fingerprint, face or screen lock instead of typing your PIN. Name the device, tap Add a passkey on this device and follow its prompt. You still get the emailed admin code here. Remove a passkey from the same box.

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Using the page on a phone

The page works the same on a phone; the sections stack into one column.

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