Adding Client & Site Users

The OfficerApps database is setup using a hierarchy for your clients.  The hierarchy is important when you have a company that has a Director of Security at the corporate headquarters who is responsible for multiple sites and managers at those multiple sites.  

Example: If Best Buy was your client you would set up the Director of Security as the user at the client level.  But the individual store managers would be set up as users at the site level.  The site level users are only able to see the reports for their sites, but the client level user can see reports for all the sites.

We will go through the difference in each user type and the process of adding both a Client and Site User in this article.

What does each user type receive via e-mail and what can they view?

Client User

• [If Option for Client is Checked] Receive Incident Reports via email for all Sites under them. 
• Can login to the OfficerReports portal via username and password you provide for the Client User to view all reports that have been approved (if require approval is turned on) for the Sites under the Client.
  
  

Site User

• [If option is checked]  Receive Daily Activity Reports via email for the Site they are a user under and only if this option is selected on the "Report Options" tab for the Site.
• [If option is checked] Receive Incident Reports via email for the Site they are a user under.
• [If option is checked] Receive Maintenance Requests via email for the Site they are a user under and only if the option to send the Maintenance Request is set to "Yes' while the report is being filled out by the officer.
• [If option is checked] Receive Tour Stop and Tour Exception Reports via email.
• Can login to the OfficerReports portal via username and password you provide for the Site User to view all reports that have been approved (if require approval is turned on) for the Site they are a user of.
  
  

Login Link

https://officerapps.net/login

Note: If you have a Custom Website setup for OfficerApps it would be:
https://{subdomain}.officerapps.net/login

Adding a Client User

1. Log in using your OfficerApps Administrator login and go to Setup -> Manage Users.
2. Click Add User.
3. Select Client User from the User Type dropdown box.
4. The following options will appear:
   
   
   
   
5. Select the name of the client from the Client Name dropdown box.
6. Fill out all of the fields marked with an asterisk (*). If you want your client to receive Incident Reports via e-mail they must have an e-mail address on file.
7. Click Submit
   
   

Adding a Site User

1. Log in using your OfficerApps Administrator login and go to Setup -> Manage Users.
2. Click Add User.
3. Select Site User from the User Type dropdown box.
4. The following options will appear:
   
   
   
   
5. Select the name of the client from the Client Name dropdown box.
6. Select the name of the site from the Site Name dropdown box.
7. Fill out all of the fields marked with an asterisk (*). If you want your site user to receive reports via e-mail they must have an e-mail address on file.
8. Check which emails you would like the Site User to receive.
9. Click Submit