Creating App Users
App Users are the users authorized to sign in to the app by an account Administrator (i.e. you). Once signed in, the specific Services they are authorized for will be downloaded to the app on their mobile device and refreshed each time they sign in.
How to Create an App User
1. Click the ‘App Users’ link on the top navigation menu. Then click “Add a User”.
2. Choose a username type:
a. Email address
When using email addresses, your mobile app users can create and manage their own passwords and use the Forgot Password functionality. They can use “Sign in with Google” if they are signed up using their Google account. You can also set up SSO integrations for quick and seamless logins. A generic email address can be used if multiple people use the same device.
b. Plain text usernames
Instead of email addresses, plain text usernames are also available. These are useful when you don’t know the app user’s email address or to relate the app user’s scans to an activity, location, etc. instead of a person. With plain text usernames, you control the app username. Note: There are other ways to capture an activity or location with each scan so you don’t have to always use the app username for that.
[OPTIONAL] Authorize the user for any or all of your services. (Also, you can add services to users later).
[OPTIONAL] Hypothetically, the user can have unlimited mobile devices. Also, whenever the user signs in to a device, that device is “activated”. Check the “Set limit device” box to limit the user to the desired number of mobile devices
Adding App Users when Creating/Editing your Service(s)
When creating or editing a service, you can add app users to any service on the Users step. On the CodeREADr mobile app, once you assign a user, the service will appear upon signing out and back in or refreshing the Services screen. Note: any user not added to this User list will not be able to see this service in the mobile app.
Managing App Users
To add or edit many app users simultaneously, use the IMPORT USERS option on the App Users page.
Notes:
1. You cannot have column headings. They are shown here for reference only.
2. You can download your current list of app users for editing to the correct format. Passwords are never included in the download but if you use Plain Text usernames you can include the password for new app users in the upload. When email addresses are app usernames, the email address owner will be emailed to create and manage their passwords.
3. To delete an app user, you need ‘delete_approved’ in column 5. If that column is, blank the system will assume you want to keep or add that app user.
4. For the Device Limits:
- ‘0’ means there is no set limit.
- ‘-1’ means the app user has no access.
- ‘1’ (or greater) means the app user can sign into 1 device (or the number specified here).
5. The User ID column should be blank to create a new user. For existing app users, you don’t need to include them in the file unless you want to make a change or delete them. In those cases, you need to include the current User ID in that column. You cannot change the username if you used an email address to create the app user.
6. Save your file as a comma-delimited CSV file for uploading.