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How to invite a Supervisor

This document provides instructions to invite a Supervisor to the Oloid Portal.

Updated over a week ago

Introduction

A Supervisor is a user with limited access to the Oloid Portal and all the Oloid connected devices.

Pre-requisite

  • You must be a Tenant Admin to invite a user as Tenant Supervisor.

  • You must be an Oloid user to be a Tenant Supervisor.

For adding a new user as a Tenant Supervisor, see How to add and invite a Supervisor

Steps to invite a Supervisor:

  1. Log in to the Oloid Portal.

  2. On the homepage of the portal, click user profile icon on the bottom left.

    The user profile menu is displayed.

  3. Click Tenant Settings.

    The Tenant Settings page is displayed.

  4. On the Tenant Settings page, do one of the following:

    1. Go to Admin Controls > Supervisors tab > Invite Supervisor.

    2. Click Action > Invite Supervisor.

    The Invite Tenant Supervisor pop-up box is displayed.

  5. On the pop-up box, do the following:

    1. Enter User name or Primary ID of existing User in the search field.

    2. Select the accurate user name from the search list.

    3. Select Read Only Mode to restrict the Supervisor from performing any action. (Optional)

    4. Click Invite.

    The tenant supervisor is listed on the Supervisors tab. An invite email is sent to the user for verification.

Video Tutorial


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