People and setup links

Add your team in the web app, choose each person's level and buildings, and give them a one-time setup link so they choose their own password. Deactivate people who leave.

Everyone who signs in to Operacora is listed in Settings › People in the web app. Top-level managers add and change people. Other managers can see the list, with email addresses and phone numbers partly hidden. Workers don't see it.

What the list shows#

• Name, level (with your own names for the levels, see Roles) and home buildings.
• Signs in with: their email address and/or phone number.
• Status: Active (has a password), Invited (still has to open their setup link; the list says until when the link works) or Deactivated.
• Last sign-in, and whether they agreed to your location notice (only when location is on).

Search by name, email or phone, and filter by level, building and status.

Add a person#

1. Press Add a person.
2. Type their name and an email address, a phone number, or both. They sign in with it. Phone numbers are saved with their country code; a 10-digit number is read as a US or Canadian number (+1).
3. Choose their level, and optionally their home buildings and language (English or Spanish).
4. For a worker you can also make them a building's worker, if that building doesn't have one yet (see Job order and building workers).
5. Press Add and make a setup link.

If the email or phone already belongs to an account, Operacora says "That email is already used". It never says where.

Setup links#

Nobody sets or sees another person's password, not even a top-level manager. Instead, adding a person gives you a setup link, a QR code of that link, and an 8-character setup code:

• Copy link and send it yourself by text or email, or let them scan the QR code from your screen. Operacora doesn't send it for you.
• In the phone app, they can tap New here? Use a setup link or code on the sign-in screen and paste the link, or type the code together with the email or phone you used for them.
• They choose their own password (at least 10 characters, not a common one, not their name, email or phone) and are signed in.

A link works once and ends after 7 days. Making a new link stops the old one. The link and code are shown only once; only a scrambled fingerprint of them is stored. If a link was lost or ran out, press New setup link on their row. Too many wrong tries with a link or code are blocked for 15 minutes.

Change someone#

Press Edit to change a name, email, phone, level, buildings or language. A new level applies straight away, also on devices where they are signed in.

Rules the server always checks:

• Nobody can give someone a level above their own.
• Nobody can lower their own level, deactivate themselves or reset their own sign-in.
• There is always at least one active top-level person. Make someone else top-level first.

Reset sign-in#

Reset sign-in is for a forgotten or shared password: their password stops working, they are signed out on every device, and you get a new setup link for them.

Deactivate and reactivate#

People are never deleted, so your history keeps their names. Deactivate instead:

• They are signed out everywhere at once and can't sign in.
• Their jobs stay assigned to them. The confirmation lists their open jobs with links, so you can reassign them in Workers' Jobs. If they are a building's worker, it says so: choose someone else in Settings › Job order.
• Reactivate lets them sign in again with their old password.

Recent changes#

At the bottom of the page, top-level managers see every change to people, roles, buildings and the organization's basics: who did it and when. The record can't be edited or deleted, and never holds a password or setup link.