How do I give my team access?

Inside CanTicket we have set up a few different levels for your team so they all have different access.

You have;

  • Administrator – all
  • Managerial – restricted to no reporting or adding new users
  • Regular – creating and completing tasks, access to CRM
  • Contractors – access to only their specific tasks / no client access
  •  

On a desktop or laptop simply launch the website and locate the button “LOGIN” in the top right-hand navigation in business settings and select “Staff Accounts”.

Set up basic information, (Name and emails) the provide them logins and away they go.

CanTicket-Adding-Colleagues-CRM-

As an added perk, because of our cloud-based design, you do not need to worry about downloading or updating any apps.

Simply add the website to your home screen and our green tick will appear.


Phone or iPad
Open Safari

(Similar steps to do this on Chrome)

  1. Navigate to  www.canticketapp.com to create a shortcut to.
  2. Make sure you visit the exact page you want to open through the shortcut.
  3. Tap “Go.” Tap the Share button at the bottom of the page.
  4. It looks like a square with an arrow pointing out of the top.
  5. In the list of options that appear, scroll down until you see Add to Home Screen.
  6. Tap this. The Add to Home Screen dialogue box will appear.
  7. Choose a name for the website shortcut on your home screen.
  8. You’ll see the link so you can confirm it, as our green tick will appear as the “app” icon on your home screen. Click Add when you’re done.

Note: If you ever decide you want to remove the website shortcut, you can delete it just like you would any other app on your phone.

Android Phones
Open Chrome

  1. Navigate to the website or web page you want to pin to your home screen.
  2. Tap the menu icon (3 dots in upper right-hand corner) and tap Add to the home screen.
  3. Choose a name for the website shortcut, then Chrome will add it to your home screen.
  4. Your team and clients can then log in using the credentials you created for them on any device they choose.
 
 

Next: Assigning Tasks to Staff