How To Use Multi-Tenant Sign In/Out Manager Access

How to assign and use Multi-Tenant Sign In/Out Manager access. You must have the Administrator user role to assign this access to users.

Once you have been granted access to another account's Sign In/Out Manager, you can then assign the Multi-Tenant Sign In/Out Manager user role to employees in your account. Employees with this user role will be able to manage the people movements of the accounts enabled within their user role settings.

How To Assign The Multi-Tenant Sign In/Out Manager User Role

To assign Multi-Tenant access, the employee must first have the Sign In/Out Manager user role for your own account assigned. You can assign Sign In/Out Manager access to all or selected locations in your own account, and Multi-Tenant access to all or selected accounts which have granted you permission.

  1. Go to Tools > User Roles
  2. Click Manage Roles next to an employee

    You can use the filters on the left-hand side to find specific employees quickly.
  3. Select Sign In/Out Manager
  4. Choose the level of access for their Sign In/Out Manager role:

    - Global means all locations
    - Limited means you need to select the locations they have access to
  5. Select the Multi-Tenant access
  6. Click Update Multi-Tenant Locations 
  7. Select the accounts the user will manage access to
  8. Click Close
  9. Click Assign Roles

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The employee will be able to access Multi-Tenant Sign In/Out Manager from the next time they log in.

How To Use Multi-Tenant Access

Using the Multi-Tenant Sign In/Out Manager is the same as using the Sign In/Out Manager for your own account. You can view pre-registered visitors, and sign in and out visitors, employees, and service providers. The only difference is that you can switch between accounts to manage people movements for multiple organizations from one login.

For instructions on how to use the Sign In/Out Manager, please see the Sign In/Out Manager section of our Helpdesk.

When you have Multi-Tenant access, a dropdown will appear next to your organization's name in the top-right hand corner of the page, you can switch to other organizations' Sign In/Out Managers from this list. The names listed will be the organization and location names by default, but this can be edited by an Administrator to any chosen display name.

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To switch accounts, click the dropdown and select the account from the list. You will be automatically switched into the chosen account's Sign In/Out Manager. You will see the account's organization name and brand color replace yours along the toolbar.

You will then be managing all people movements for the selected account until you change back to your own account. You will also be able to access any other Sign In/Out Manager functions from the More Actions menu including Pre-Registering visitors, On-Site Summary, and any extra features enabled for that location.

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Please Note: You will only be able to access the Sign In/Out Manager and its surrounding functions in another organization's account. You won't have access to any other data within the account.

When you have finished managing people for the selected account, click on the dropdown menu again and select Return to Home Location to leave the account. If you have access to multiple accounts, you must return to your own account before selecting another.

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