Account Manage
Within your Enterprise dashboard, you have the power to create and oversee an unlimited number of branch accounts, which play a pivotal role in initiating PAVE inspections. These accounts offer a wide range of independent functionality, which we'll delve into in more detail in the Branch Dashboard section. But before we get there, let's begin by exploring how to create and manage these accounts.
Create New Account
Before we create a new account, let's determine how we'll manage access to the account settings and who should have complete control over them. Ideally, only enterprise administrators with 'Account Management' access should possess these high-level permissions for the newly created account. We would recommend that you don't share credentials with anyone during the initial account setup. Instead, you can add individuals as users within the newly created account and assign them specific roles with permission settings tailored to their responsibilities.
Review the User Account Permissions section to learn more.
To create a new branch account, follow these steps:
Go to the ACCOUNTS section.
Click on the "+ CREATE NEW ACCOUNT" button.
Provide a unique username for the new account.
If you're not sending credentials to anyone, use your email address for now.
Enter a password or use the green icon to generate one.
Choose the group in which you want to place this branch account.
Input the full business name of the account.
Select the appropriate region if the account is located outside your primary account's country.
Optionally, you can enter the contact name and phone number of the primary account holder.
Toggle to have PAVE send credentials to the end user you entered, or leave it off to ensure no credentials are sent.
Click "SUBMIT & CLOSE" to save your changes.
Add User to New Account
Since we've chosen not to send full access credentials for the newly created branch account and prefer to create a specific user instead, we'll skip ahead to understanding how to use the 'Account: Switch to' feature if you have the necessary permission to add a new user to this account.
You can go to ACCOUNTS, find the newly created account, and click the green switch icon to gain full access to this account.
User Account Permissions
Before adding a new user to this account, let's take a moment to review the permissions associated with each user role, detailing what each role allows users to perform. The following table overviews any branch account's available permissions and capabilities.
SESSIONS.DASHBOARD
This permission allows the user to search and view all sessions for any user. If you wish to limit their access to specific sessions, consider assigning them the 'User' role instead, where you can specify the sessions they can access using API Keys.
SESSIONS.FILES
This permission enables the individual to export and download session files in CSV format.
DEVELOPER.API.KEYS
When this permission is granted, the individual can create, modify, and oversee API keys tailored for developers. Furthermore, they can manage distinct use case flows, each customizable to serve specific purposes.
DEVELOPER.API.LOGS
This setting is for your developers, who can track any API logs.
DEVELOPER.SESSIONS-EVENTS
This setting is also for your developers, who can track all session events.
DEVELOPER.WEBHOOKS
This is also a developer setting to allow them to set up webhooks.
SETTINGS.ACCOUNT
This permission allows the user to edit primary account settings, such as the email address, and change the primary account's password.
SETTINGS.BRANDING
This permission provides the user with the capability to customize branding on the capture user interface and condition reports by incorporating custom logos, videos, and brand ID colors. Additionally, this user can personalize the messages sent via SMS.
SETTINGS.USERS
This permission allows for creating, editing, and managing other user accounts.
SETTINGS.WIDGETS
This permission grants access to PAVE widgets, such as shareable links or embeddable website forms. Users with this permission can create and edit these widgets as well.
SETTINGS.BATCHES
This permission is intended for individuals who may need to set up FTP/SFTP batches for their sessions.
SETTINGS.ESTIMATES
This setting enables a person to edit and manage the costs associated with any PAVE estimations within this account, including the hourly rate.
SETTINGS.INTEGRATIONS
This setting allows the person to manage any available third-party integrations with PAVE, such as vAuto.
SETTINGS.CUSTOM-CAPTURE
Custom Capture enables a person to create custom questions and additional photo capture steps that can be incorporated alongside the default PAVE capture steps.
DISPUTES.DASHBOARD
(Coming soon) This feature will enable this person to create and manage session damage disputes.
Edit Account
To edit a branch account, follow these steps:
Navigate to the ACCOUNTS section.
You can find the account you want to edit and click on the pencil icon next to it.
Make any necessary changes to the account details.
If you change the password and wish to send it to the account holder, toggle the "Send password to the associated email address."
Click "SUBMIT & CLOSE" to save your changes.
Deactivate Account
To deactivate an account, follow these steps:
Go to the ACCOUNTS section.
Click the pencil icon next to the account you wish to deactivate.
Find the "DEACTIVATE ACCOUNT" option in the top right-hand corner.
Select "SUBMIT & CLOSE" to save the changes.
To reactivate the account, repeat these steps and click "ACTIVATE ACCOUNT."
