Add a Ticket-Only User

Your OrangeQC account includes an unlimited number of free ticket-only (or view-only) users. These might be:

• Customers, clients, and stakeholders. See this help guide on how to add a customer for more specific instructions.
• Supervisors who need to use tickets, get emails about inspections, and assign work orders. (If they will also need to perform inspections, they need to be added as an inspector instead.)
• Anyone else who should be looped in on the quality control process in your buildings.

To create a ticket-only user:

1. Click the People tab. Only Administrators can see this menu option.

   

   
   

2. Click the "New Person” button.

   

   
   

3. Fill out Basic Info. Right now, you’ll need the person’s name, email, and time zone.

   

   
   

4. Set a username and password in Account Settings. You might use the person’s first first initial + their last name for their username, or the part of their company email before the @ sign.

   
   

   Write these down in an email draft to send when you’re finished.

   

   
   

5. Leave all roles un-checked. View-only users should not have any role.

   

   
   

6. Choose Permissions. We recommend the following settings to start for most external view-only users:

   

   
   

   For internal ticket/work order users, such as supervisors and operations staff, add the relevant permissions.

   
   

7. Set Email Notifications. We recommend the following settings to start for external users:

   

   Internal users should also receive notifications for inspections and tickets in their areas of responsibility, as well as the OrangeQC newsletter with tips and updates.

   
   

8. Choose Areas of Access. Pick and choose which areas or sub-areas the user can access. You can expand areas to view sub-areas.

   

   
   

9. Save.

   
   
   

10. Send the user their login info. OrangeQC will not automatically email this person their login information. (This is so that you can maintain control over when to allow customer access.) You will need to send them their username, password, and your team's account login page.

    
    

    Here’s an email template you can copy and paste to fill in with the correct information:

Hello,


I've set up an account for you to log into our quality control platform, OrangeQC.


Username: 
Password:
Login page:


Please let me know if you have any questions.


Thank you!