Permission & Role Assignment
Read Only: can view only, and can't change any setting or assignment in the cloud portal.
Read/Write: can view, edit, and change settings in the cloud portal.
Sub-master: Access to all sections in the cloud portal and the ability to create Tester Logins.
Tester: Access to all sections except the customization section in the cloud portal
Note: Both Sub-master & Tester have the ability to log in as a tester on Phonecheck Desktop
Instructions to Create
Go to Cloud Portal > Customization > Tester Logins
Fill in the Testers Name (Person's Name)
Tester Username (Login Credential)
Tester Email (Email for Intercom Support Chat)
Password
Select Role: Sub-master or Tester
Select Warehouse, "All Warehouse" has access to see all warehouses on the cloud portal. Selecting a specific warehouse will only allow the login to see that warehouse and its specific settings.
Select Permission: Read Only or Read/Write
Click Add Tester
Type your password used to login to the cloud portal (Master Password)
Tester login is successfully created
Using Tester or Sub-Master login on the Cloud Portal
In order to login to the Cloud portal with Sub-master or tester login, the user must use the following "Username" format: "testerlogin@MasterUsername"
i.e. If Master username is "Phonecheck" and my tester login is tester123
Tester options: Edit, Disable or Delete
Go to Cloud Portal > Customization > Tester Logins
Below you will have a table of all Tester logins created under your Master
Toggle Status to “Disabled” if you would like to suspend tester login access or “Enabled” to allow access to cloud or desktop
Under Actions click “Edit” to update Tester Name, Username, Password, or Tester Role
Under Actions click “Delete” to remove tester login completely