Login Types
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Written by Claire van der Veldt
Updated over a week ago

Within the Opmetrix HQ, there are multiple options to choose from when creating a new login, so it's important to understand the difference between each type.

To add a new login in the Opmetrix HQ click here for instructions.

Login Types - App and HQ

Administrator

An administrator login enables the user to create tasks, view reports and access all information in the Opmetrix HQ.

We recommend using this login type if this user will primarily be setting up tasks for your field team and viewing data which has been collected in the field.

The administrator login type has the most visibility out of all login types and will be able to view all of your organisations data in the Opmetrix HQ without restrictions.

Device

A Device login is created to use the Opmetrix App on a smartphone/tablet device.

All tasks set by an administrator can be completed in the Opmetrix app by using a device login.

A basic device login is unable to view the Opmetrix HQ, unless 'HQ Access' is selected when creating this login, which will give this user limited visibility in the Opmetrix HQ on their data only.

NB: If you are creating a new device login, contact the Opmetrix support team.

Supervisor

A supervisor login is predominantly used for viewing reports in the Opmetrix HQ and creating device login groups.

Executive

Executive logins have more access to reporting data than supervisors and can also be granted administrator access.

Vendor

Vendor logins are used for vendors who want to have visibility on product performance and are issued by the customer to the vendor.

This login type has limited visibility and will only show the vendor data and reports relating to them.

Vendor logins are issued by the customer to the vendor, although we recommend talking with the Opmetrix support team to get assistance when setting this up.

EDI Import (New)

This login type is set aside for sales history and we don't recommend altering it.

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