Step 1: How to add Users on Obzervr

Looking to get started on Obzervr Capture? You will need an Obzervr User to access the Capture mobile app.

First person to use Obzervr? We'll do it for you - jump ahead to Step 2: How to verify your Obzervr log in.

Somebody else has already created a User for you? Jump ahead to Step 2: How to verify your Obzervr log in.

Trying to create a User for someone? Stay here, you're in the right place.

How to create a new User on Obzervr Manager

1. Check you can see the Users menu. If you cannot view the Users menu, you will need to contact Obzervr Support or your SME. To create another User, you will need Tenant Admin or User Admin roles.
2. Navigate to the Users Select Create. The Create User pop up will appear.
3. Enter a First Name, Last Name and Email Address.
4. Click Save. 

You have created a new User on Obzervr Manager! The next step is for the new User to verify their email address and set a password. See Step 2. How to verify your Obzervr log in for more details.

Roles & Permissions

When a new user is created, they will be given baseline permissions. This means that they will only be able to see the Dashboard and Assignments menu. To give them the full functionality of Obzervr Manager, you will need to give them the relevant roles. For more detail about roles and permissions, check out either Role-based security access or Permissions & Roles on Obzervr Manager.

Important Note:

Until the new User verifies their email, their account status will be marked as Not Verified. Once they verify their email, their account status will be reflected as Verified. The new User will be able to log in to the Manager web portal or Capture mobile app.

 

Want to hear more about Obzervr? Check out our support videos, website (www.obzervr.com), or social media pages (LinkedIn, Twitter or Facebook).

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