Operators, PIN Login and Permissions for Handhelds
Add operators with PINs so the phone asks who is working, limit the sessions each one may open, and use roles to limit what they may do.
What you will learn
- Tell Studio people from operators, and add operators with 6 to 12 digit PINs
- Limit an operator to some sessions with May open
- Create a role such as Picker and untick what it may not do
- See the PIN sign-in on the phone, including a wrong PIN
Transcript
In this guide you will add the people who use your handhelds, give them PINs so the phone asks who is working, and limit what each person may do. All the PINs in this video are demo values.
Two different groups of people use StepVane. The people who build apps sign in to Studio. You manage them from the person icon at the top right, under Server settings, People. Each person is a Member, an Admin, or an Owner. The people who use the handhelds are different. They are called operators, and you set them up for each app, under Settings, Operators, as the note on this screen says. That is what this guide covers.
Open the app, Dock Floor. It has two sessions, Receiving and Picking. Open Settings, and scroll to the Operators card. With no operators, phones do not ask who is working. Once you add some, the phone asks who is using it, and stamps every record with that name. Operators are saved on the server straight away, so there is nothing to publish for them.
Press Add operator. Type the name, Jo Smith. A PIN is optional, but it is what makes the sign in a real check. Type a six to twelve digit PIN in both boxes. The PIN goes to the server once, where it is scrambled, and Studio can never show it again. Press Add operator. The row says PIN, Set, and Jo can open every session.
Add a second operator, Sam Lee, with a different PIN. Sam only picks orders, so under May open, tap Receiving to switch it off, and leave Picking on. Press Add operator. Sam can open only Picking, and the other sessions are hidden from Sam's Home screen.
To limit what an operator may do, use roles. Scroll down to Security, and find Roles and permissions. Without roles, everyone may do everything. Press Add a role, and rename it Picker. The grid lists what the role may do: add, edit and delete records, sync, open settings, print, import and export. Untick Edit records, Delete records, and Settings. Roles are part of the app, so they reach the phones when you publish.
Now give Sam the role. Scroll back to the Operators card, and press the pencil on Sam Lee's row. Under Roles, tap Picker, and press Save. This is saved on the server at once, like the rest of the operator.
Roles belong to the app, so publish. Open Publish, and press the Publish button for the next version, one point zero point one. The operators did not need this, but the role does.
To see it from the worker's side, pair a phone with this app, the way the first guide showed.
The phone asks, Who is using this device? Both operators are listed. Tap Sam Lee. First type a wrong PIN: the phone says Wrong PIN, and how many tries are left. After five wrong PINs, that name is locked for a minute. Now type the right PIN, and press Sign in.
The Home screen says Signed in as Sam Lee, and shows only the Picking tile, because Sam may not open Receiving. Every record Sam captures carries the name. Sam also has the Picker role, so on this phone Sam cannot edit or delete saved records, or open Settings. Switch operator hands the phone to someone else, and the next person signs in with their own PIN.
That is how you control who uses a handheld. Add operators with PINs, limit the sessions each one may open, and give roles to limit what they may do. You can also set a supervisor PIN for actions such as deleting a record.
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