When creating new users in Akkroo you will need to set a permission level for them. Find out how to manage your team below!
Dashboard User Levels & Responsibilities
Permission levels for dashboard users can be set by accessing Team > Dashboard Users > Invite a new user, and then selecting the Permissions drop-down. Permission explanations are also shown on the right.
Users with restricted access can view events within the dashboard without being able to edit or export the data. This could be useful for a member of the Sales team who wants an overview of the entire event.
Normal users can create new events or duplicate existing templates. They will also be able to export data from the dashboard. This would most likely apply to a member of your marketing team who helps manage data post-event.
These will be the main point of contact and have overall control of the account. Account owners can create templates, manage company details and add or remove users from the dashboard.
App users will normally be Sales representatives on the floor at your event. If they have the account login details they will be able to view and complete forms from an iPad or another portable device. They will be unable to access information about the event other than the data they have collected.
The account is managed by individual users who make themselves known during the presales/ on-boarding process; these users will be assigned as Account Owners.
To add or update any account information we need the verification of one of the named Account Owners, so it’s important to keep us updated with any changes to your team.
We can add new account owners only with the express permission of a current account owner. If a new user requests access, we will reach out to the current owner via the email address on file to confirm access.
We recommend providing at least two points of contact who can authorise changes on the account.
Providing App Login details
Understandably sometimes people forget login details and might get to an event and not be able to log in.
In the interests of security, we are unable to give out login details over the phone; We will email one of the account dashboard users (doesn’t have to be an owner) on file to provide the information.
Alternatively providing an Account Owner can verify your identity, we can email the details to the requester (with a company domain email address).
Naming your devices
Every record collected will have the ID number of the device it came from, however if you have lots of devices this can be hard to keep track of. Naming your devices is great to way to prepare ahead of an event and ensure everything has been synced.
From the dashboard, navigate to the Team menu on the left-hand side and select Devices.
Here you will see a list of all the devices that have synced to your Akkroo account. You can match this to the device ID displayed in the Help section of the app.
Choose "Edit Device Name", at the top of the page, to edit a device's name. Once happy with the name, press "Save Changes".
For example, you may use numbered stickers on your iPads as a way of tracking company inventory. You can update the device name in your dashboard to the same number or to the name of the Sales person who is using it. Alternatively, a Sales agent may have an iPad as well as an iPhone to capture leads, and a custom device name would be helpful for identification purposes.
If you select a device and press "Actions" at the top right, you will be able to remove the device from the list.
Please note a new device ID number is generated every time the app is reinstalled on a device.