Overview
Bring the whole team into OneSpot—there’s no limit to how many users you can add! Each team member can have their own account, making it easy to securely store individual login credentials for payers and external systems—no more shared spreadsheets or sticky notes.
Collaborate effortlessly by sending To-Do's to other active OneSpot users, and keep your workflow personalized with user roles that tailor access and views to fit each person's needs.
Add Users
1. Navigate to Admin > Users.
2. Select Add User in the right-hand corner.
3. Complete the required User Information fields.
- Email: Please enter the email the user will check most often. Keeping this email up to date ensures you never miss important updates from OneSpot, including support messages and new releases.
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Username: This must be unique and cannot be an email address. Once the user is added, the username cannot be edited.
4. Complete the required Account Access fields:
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User Role: View User Roles to determine which role will be best for each user.
Tip: We recommend maintaining at a minimum one user with the Administrator role and one user with the Billing Manager role in your OneSpot account. This ensures that account administration, user access management, and password resets can be managed internally by authorized users. - Assigned Locations: Select the location(s) the user should have access to.
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Default Location: Data within OneSpot can be filtered by location. The location selected here is the default location that will be selected each time you log into OneSpot, with an option to select a different location:
- If a user is assigned to only one location, that location will be the selected default location.
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All Locations will be an option if the user is assigned to more than one location
- Selecting All Locations as the default will display data for all the locations the user has access to.
5. Once finished, select Save. User information can be edited at any time if updates are needed.
Manage Users
To deactivate a user, simply select Deactivate from the Status column. While users cannot be permanently deleted from OneSpot, deactivation removes their access. Inactive users can be reactivated at any time if access needs to be restored.