Table of Contents
2. Settings-> Subscriber Settings
5. Access Control -> User Groups
6. Access Control -> Shared Action teams
7. Access Control -> Categories
The Scanlily User Website is a web-based interface to Scanlily that lets you run the app (in web view), run Reports, manage the product in a spreadsheet view, and manage and administer users and their access rights, amongst other things.
To access the user website, go to the Scanlily public website at https://www.scanlily.com and then click “Login” at the upper right corner. Login with the same email address and the password you created when you registered for the app.
You can also login directly at https://s.scanlily.com
Once you login, you’ll be presented with the Help main menu.
The menu and submenu options you see will depend on your Product Level (whether Free, Pro or Business) and your User Role:
a. Reports
All Business-level Subscribers can access reports about their inventory.
Click here to learn more.
b. My Items
Selecting "My Items" from the navigation menu will present you with three options for viewing and updating your items:
1. App View
Available to all Subscriber Levels.
This presents a web-based version of the same app that runs on Android and iOS. It lacks the scan capabilities, but is useful in being able to view in a wide view and type on your keyboard rather than on a mobile device.
2. Spreadsheet View
Available to all Subscriber Levels.
Provides the ability to view and manipulate your data in a spreadsheet. Read more here.
3. Inventory View
Provides a view of containers and items along with their images. This view can be shared with others as an external web page. Read more here.
c. Calendar
Available to Pro and Business subscribers for use with the Bookings system. Read more here.
d. Help
Available to all Subscriber Levels.
Includes many pages of help for all aspects of the system.
e. Subscription Selector
Available to all Subscriber levels.
If your user profile is part of multiple subscriptions, you can select the subscription to view on the User Website. For example, in the below, user Hazel can choose between her two subscriptions:
f. Upper Right Menu
Settings, Manage Users and Access Control
Click on the upper right menu to access various other features of the User Website.
The options presented will depend on your subscription level as well as your User Role. Options include
1. Settings->User Profile
- for updating your user preferences and password.
2. Settings-> Subscriber Settings
- If you are a Superuser, you can set system-wide settings here. Note that there are more options on the app not available on the web. Access these by opening the mobile app or clicking on “Launch App” and then selecting Settings->Subscriber Profile.
3. Manage Users
- Visible if you have a Business Account and are a Superuser or Administrator.
- Allows inviting and adding users.
- Manage the roles for the users on your account.
- Read more here.
4. Labels
Allows Business users to generate Scanlily QR labels in various different sizes, including labels with custom. Read more here.
5. Access Control -> User Groups
Allows defining and managing user groups. This includes granting user group permissions to Categories of Items. Read more here.
6. Access Control -> Shared Action teams
Shared Action Teams are a type of User Group whose users perform actions together and get notified together. Any of the team members can reserve, pick up, check out and return items. All of them get booking-related notifications simultaneously. Read more here
7. Access Control -> Categories
This section allows managing details of categories. This includes assigning a color to represent the category, and also to define permissions per category for different user groups (you to assign access control per category to User Groups and Shared Action Teams.
8. Manage Clients
This section allows creating client accounts. These are Scanlily subscriptions for which you and your client has joint access. You can select an account from this User Website to see and update it. To access a client account from your mobile device, log out of Scanlily, then choose that account upon login. Read more here.
9. Triggers
This manages triggers that a business subscriber can set up for the account. Triggers are conditions that will automatically update fields when triggered. For example, if field x changes its value to be above a certain amount, then field y will automatically update to a specified status. Read more here.
10. Export
This tool allows you to download your entire inventory including all images and attachments. You'll receive a JSON file and a collection of HTML, image and other files that you can view offline. Read more here.