User accounts and logging in
      Back to home
      1. Help Centre
      2. Scantek VOI Portal users
      3. User accounts and logging in

      Managing user accounts

      The Scantek Management Portal allows you to add, edit and disable users.

      How to create new users

      Roles and permissions

      How to update an existing user

      How to deactivate an existing user


      Only a user with Owner permissions can manage user accounts.  The primary contact for the account will be automatically assigned the Owner role, however additional users can also be given the Owner permission by following the steps on this page.

      How to create new users

       

      The following user details are needed to complete the account setup, so ensure you have these ready before beginning: First Name(s), Last Name(s), Email Address (this will be the username) and Mobile Number (this will be used to receive login verification codes only).

      To add a new user:   

      1. From any screen in the portal, click the drop-down arrow next to the logo in the top right corner
      2. Click User Management  - this will list all existing users and their roles
      3. Click Add User
      4. Fill in the Add User form. The required fields are marked with an *
      5. Select the appropriate User Role (see Roles & Permissions for more detail)
      6. To complete the setup, click Create User
      7. A confirmation banner will appear to indicate the user account has been created successfully

      Once the user account has been created, the new user can log in with the following steps:

      1. On a desktop computer go to https://portal.scantek.cloud/login  (Safari or Chrome browsers are recommended) 
      2. Use the Password Recovery feature to set your password
      3. Log in using your email address and password.

      Roles and Permissions

      You can choose how much a user can do across the Management portal using Roles. While creating or updating a user you can choose from the following options:

      • Owner: manage users and transactions
      • User: only manage transactions

      How to update an existing user

      You can update the name, phone number, login email and permissions of an existing user. Only a user with Owner permissions can update user accounts. To update a user’s account details:

      1. From any screen in the portal, click the drop-down arrow next to the logo in the top right corner
      2. Click User Management option to view the list of all existing users and their roles
      3. Locate the user and click the pen icon
      4. In the pop-up, edit the user details and click Update User to save changes

      How to deactivate an existing User

      Only a user with Owner permissions can deactivate user accounts. To deactivate a user:

      1. From any screen in the portal, click the drop-down arrow next to the logo in the top right corner
      2. Click User Management option to view the list of all existing users and their roles
      3. Locate the user to be removed
      4. Click the Active/Inactive toggle
      5. Click Confirm to complete the action

      The user can be reactivated again at any time by sliding the toggle to Active.