Prerequisites

• Must be logged into the Quickpass Dashboard as the Primary or Super Login Role.

Login Roles

• Super
• Manager
• Engineer
• Help Desk

Notes

• The Primary Login Role is provided to the first account that was used when creating the Tenant. It has the same permissions has the Super role but cannot be deleted or have its permissions changed. 
• Permissions for roles will vary slightly depending on what plan you subscribe to.
  • Subscription Bundle: Includes both Administrator (QGuard) and End-User Account (QDesk) Plans
  • Administrator Account (QGuard) Plan
  • End-User Account (QDesk) Plan
• If a large number of Logins need to be created, a Bulk Import process has been implemented.  Please click here for details: https://support.getquickpass.com/hc/en-us/articles/4411037813783-How-to-Bulk-Import-Quickpass-Dashboard-Login-Accounts 
• NOTE:  When creating a Login for a Technician if SSO is implemented (if applicable) the Login will not need to confirm their login - they will be able to access the Dashboard immediately after the account is added to the Login Management.

Subscription Bundle: Administrator and End-User Account Plans

Note: Skip this section if you subscribe to only the Administrator or End-User Account plans but not both. 

Super

• Unrestricted Access to the system
• Manage Dashboard Logins
• Access to all Global Settings
• Full access to Integration configuration
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• Administrator / Service Account Access 
• End-User Account Access 

Manager

• Partial access to Integrations
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• Administrator / Service Account Access
• End-User Account Access

Engineer

• Create/Delete Accounts
• Administrator / Service Account Access 
• End-User Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

Help desk

• End-User Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

 

Administrator Account Plan Subscription

Note: Skip this section if only subscribed to the End-User Account plan

Super

• Unrestricted Access to the system
• Manage Dashboard Logins
• Access to all Global Settings
• Full access to Integration configuration
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• Administrator / Service Account Access 

Manager

• Partial access to Integrations
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• Administrator / Service Account Access

Engineer

• Create/Delete Accounts
• Administrator / Service Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

Help desk

• Limited Administrator / Service Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

 

End-User Account Plan Subscription

Note: Skip this section if only subscribed to the Administrator Account or Subscription Bundle plans. 

Super

• Unrestricted Access to the system
• Manage Dashboard Logins
• Access to all Global Settings
• Full access to Integration configuration
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• End-User Account Access 

Manager

• Partial access to Integrations
• Access to all Customers
• Create/Delete Customers
• Create/Delete Accounts
• End-User Account Access 

Engineer

• Create/Delete Accounts
• Administrator / Service Account Access 
• End-User Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

Help desk

• Limited End-User Account Access 
• Selective Customer Access (Choose whether login has access to all or specific customers)

 

How to create new Logins

1. Make sure you are logged in with the Primary or Super Login Role. 

2. Click the Login Management link on the left hand menu

3. Click the +ADD NEW LOGIN button at the top right of the Login Management screen. 

4. In the New Login window type the First Name, Last Name and work Email for the new login.

5. Select the role you want to assign to the new login. 

6. If you selected the Engineer or Help desk roles you must then choose their Customer Access. You can either give them access to all existing and future Customers via the Full Customer Access check box.

Note: If you selected the Super or Manager role skip this step.

 

7.  If you want to selectively choose which customers the new Login will have access to, you can do so by individually selecting the checkboxes beside your customer name.  You can also use the Select All Feature to select the entire list of Customers, and then deselect the ones you do not want that specific Login Role to have access to.

8. When done click the ADD button at the top left of the screen. 

9. The User will now appear in your list of Logins with status Verification Required until they set up their initial password. 

 

10. An email will be sent to the email address listed for the new login for them to setup their initial login password. They must click SETUP ACCOUNT link in email. 

11. After clicking the set up account link in the email the new admin will be directed to a website where they must type their initial password. 

After typing the initial password they click the SETUP ACCOUNT button to proceed. 

12. To enable MFA for your Tenant please follow these instructions https://support.getquickpass.com/hc/en-us/articles/4413648438295-Enabling-MFA-for-Quickpass-Dashboard-Logins

13 . If MFA is enabled the new Login will be required to now setup MFA using any MFA authenticator app that supports QR codes such as Google or Microsoft Authenticator. 

Once they scan the QR code with the authenticator app they must type the Access Code from the authenticator app that is associated with their new Quickpass Login and and click the VERIFY button.

The new Login will now be logged into Quickpass for the first time. 

 

NEXT STEPS:

• Setup SSO/SAML - https://support.getquickpass.com/hc/en-us/articles/4419178721559-Setting-up-Dashboard-Logins-for-SSO-SAML-

 

Video Recording of Process

 

 

 

 

Note: If you need to change permissions for a Login visit this KB article https://support.getquickpass.com/hc/en-us/articles/360040724454-How-to-Edit-the-Customers-a-Limited-Access-Delegated-Admin-has-Access-to