Managing Users and Devices

Description

Use Users & Devices in the OnSpot Social Web Admin to manage your users, tablets, and phones in one place. Each user is listed once, with their connected devices beside them. You can edit users, rename devices, and assign forms.

Adding a User

Click Add New User and enter the user's details. Each user signs in with their own email address and password.

Each active user needs one license, even if they only use the website or have not connected a device yet.

Adding a Device

1. Install the OnSpot Social app on the tablet or phone.
2. Sign in with an OnSpot Social user's email address and password.
3. The device appears beside that user on the Users & Devices page.

Licenses

The summary at the top of the page shows how many licenses are in use and how many your plan includes.

• Each user uses one license, which covers their first device.
• Each additional device that user signs in on uses another license.

For example, Sue uses one iPad, Bob uses two iPads, and Lee has no device yet. Together, they use four licenses: one for Sue, two for Bob, and one for Lee.

When All Licenses Are in Use

You cannot add another user or an additional device until a license is available. A user who already has a license but no device can still connect their first device. You can continue signing in to the website to manage the account.

To make room, remove an extra device that a user no longer needs, remove a user you no longer need, or purchase additional licenses in the billing and plan section of the Web Admin.

Once a license becomes available, a waiting device should connect automatically within a few minutes while it is online.

Assigning Forms

Use the dropdown in the Assigned Form column to select a form for each device. Different devices can use different forms.

Renaming a Device

Click the pencil beside the device's name to rename it. Use a name that makes the device easy to identify, such as "Registration iPad" or "Booth Phone."

Removing a Device

Click the trash can beside the device in the Remove? column. Before you confirm, the website shows how many licenses will be freed.

• If the user has other devices, removing one device frees one license.
• If you remove the user's last device, the user keeps their license and their row shows No Device Connected. To free that remaining license, remove the user.

Removing a User

1. Click the pencil beside the user's name to open Edit User.
2. Click Remove at the bottom of the page.
3. Review the confirmation and the number of licenses that will be freed.

Removing a user also removes their connected devices and frees their licenses. It does not delete the leads they previously captured.

You cannot remove yourself or the last Admin on the account. If you need to remove the last Admin, assign another user the Admin role first.

Replacing a Phone or Tablet

Remove the old device from the Users & Devices page, then sign in on the replacement device using the same user's email address and password. If the new device is already signed in and waiting for a license, it should connect at its next check-in while online.