This tutorial shows you how to switch between staff users on the same Tapestry account when using the browser.
This feature allows team members to quickly switch between staff users, ensuring all posts and observations are logged under the correct name. It also provides managers with security oversight, giving them the ability to control whether staff can sign in when they are outside the setting.
In this tutorial we’ll take a look at how you can switch between different staff users on the same Tapestry account via the browser.
It’s also possible to do this on the Tapestry app. See our tutorial here for details on switching on the app.
Switching user
To switch user once logged in, open the drop down next to your name at the top of the page.
Select Switch User to open the standby screen.
From this screen, Tapestry can only be accessed with a valid PIN or password. Select the User that needs to login. Enter the password or PIN as required.
If the Password or PIN is entered incorrect a red message will display saying Incorrect password/PIN. If you enter the incorrect PIN too many times you will have to wait 15 minutes before trying again. A manager will need to check the account if the problem persists.
After a successful sign-in, Tapestry opens under the selected account with the permissions assigned to that user.
Whether users are prompted for a PIN or password depends on their access level.
Changing staff access
Managers can allow full access from any location or restrict staff to signing in only within the setting on a device already authorised by a manager. This can be achieved by setting the staff as a full staff, or a PIN only staff member.
Access levels are set in the Manage Staff screen.
- For full access, add an email address and password. This allows the staff member to sign in from their own device.
- For restricted access, leave the email and password fields blank and set a PIN instead. The staff member can then switch accounts only after a manager has completed a full sign-in on the device.
To configure these settings, open the Configuration →Staff → Manage Staff.
See the following tutorials for adding staff and changing a staff user type. Once these settings are in place, you can control how staff access Tapestry and switch accounts quickly between users.
To keep your account secure, always select Switch User to return Tapestry to the login with password/PIN screen when you are finished.