Adding and editing users in Whisker.io's portal is a simple two-step process. Let's get started!
The first thing to know is profiles in Whisker.io are broken down into three types and both can be used in combination with the other.
- Whisker.io Portal User: Access to Whisker.io Portal only, based on role type selected
- Whisker.io Alert Contact: Only receives assigned sensor alerts via text and/or email and has no access to Whisker.io Portal
- Whisker.io Portal User and Alert Contact: Has access to both Whisker Portal, based on role(s) and receives sensor alert messages based on alert assignment.
Creating a New Whisker.io Portal User
Before beginning, the credentials you use must have the admin role or higher.
- Log into app.whisker.io
- Browse to Control Panel in the primary navigation bar
- Select the Account Users option
- Click the "Create New User" and populate all fields (as they are required)
- Click "Create" to save this user's information
This user will have access to Whisker.io Portal and the various features and modules based on their permission level.
Role definitions:
- Basic: Read only access
- Admin: Read and Write access
- Master Admin: Read and Write access with the ability to provision new kits or singular products (purchases required)
Creating And/Or Assigning Alert Contacts
Before beginning, the credentials you use must have the admin role or higher. There are also (2) ways to complete Contact Alert Assignment.
Option #1
- Log into app.whisker.io
- Browse to Control Panel in the primary navigation bar
- Select the Account Users tab
- Locate your desired user or create a new one
- When creating a new Whisker.io User, ensure the box is checked for "User Receives Alerts?"
(This option is checked by default for all newly added users) - When editing an existing user, click "Edit Alerts
- When creating a new Whisker.io User, ensure the box is checked for "User Receives Alerts?"
- Next, You may select all alerts for all locations or select them individually.
- Location: Defines all locations an account may have. This typically occurs when a franchisee owns multiple locations under one account.
- Equipment: Designates the sensor that's assigned to the appliance
- Configured Alerts: Designates the amount alerts a sensor has been assigned. Users are either assigned to all or none of the total configured alerts per sensor.
- Save your changes when done.
Option #2
- Log into app.whisker.io
- Browse to Control Panel in the primary navigation bar
- Select the Account Users tab
- Locate your desired user or create a new one
- If you edit an existing Alert Contact, you can click on Edit Alerts
- If you create a new Alert Contact, upon save, you will be prompted to assign your new users to the available sensor alerts as shown in the above image labeled "Set User Alerts".
- Save your changes when done.