You can share an Orca Scan sheet with others by logging into the Orca Scan web app. This allows teammates to help carry out asset or inventory tracking. You can use permissions to limit access and the history log to track user activity.
Please note: only sheet owners can add users to a sheet.
A user is defined as one personalized email address, for example firstname.surname@companyname.com; users will be asked to verify their email address so this account must exist.
A user must register for an Orca Scan account before they can be added to a sheet, they can do this in two ways:
Once added to a sheet, they can find it in the sheet overview on their mobile device.
When you add a user to your sheet they have read-only access (they can scan and view data, but unable to make changes). You can set permissions on an individual user basis, to grant specific access to certain members of your team.
Permission | Description |
---|---|
Can Update | User can make changes to existing data and add new items |
Can Admin | User can add, update, delete, export and alter sheet structure |
Can Delete | User can delete an item from the sheet |
Can Export | User can export sheet data from both the web and mobile |
If you only want users to modify select fields or hide fields altogether, read more about the field settings in the customization guide.
To remove a user from an Orca Scan sheet, simply:
That’s it. The sheet will be removed from all devices belonging to that user.
When a barcode is scanned and changes are made, Orca Scan automatically logs who made that change and using which device in the history log. Every record includes:
Read more about audit trails and traceability benefits.
To remove yourself from a sheet someone has shared with you, login to the Orca Scan web application, right click the sheet tab and hit Remove sheet.
We’re always happy to help, chat with us live or drop us an email.