With the release of the new Scan App, all users (agents) must now log in using an nShift Portal user account instead of just a phone number or email. This means that all existing and new agents must be (re)invited through nShift Portal before they can use the new app. 

Note: We refer to Scan App users as 'agents'. These agents might be drivers delivering parcels, warehouse staff, or anyone else involved in scanning and handling parcels during the delivery process.

Are you new to Scan App? Read more here: Introducing the new Scan App.

How to invite agents in your Action Center

1. Log in to nShift Portal and go to Track > Action Center.
    
2. Select the correct Action Center from the drop-down list.
    
3. Go to the Agents tab and click the New Scan App agent button.
   
   
    
4. Choose how to create or link the agent:
   
   - If the agent does not have an nShift Portal user, select Create agent and Portal user.
   
   - If the driver already has an nShift Portal user, follow these steps:
   1. Go to Settings > Company Management > Users to confirm the user exists.
       
   2. Open the user and go to the Functionalities tab.
       
   3. Scroll down and enable Scan App Access.
      
      
       
   4. Return to the Agents tab, click the New Scan App agent button and select Create agent and link existing Portal user.
       
   5. The user should now appear in the dropdown list.
       
5. Complete the form. Fill in the agent's name, email and any other required details.
   
   
    
6. Click Save to create the agent.
    
7. The agent will now receive an invitation email from nShift where they will be instructed to set a password before they can log in to Scan App. PS! The invitation to Set Password is not explaining that the purpose is to be able to log in to Scan App. It also doesn't tell the user that they need to download the App. We recommend you communicate with the user/agent about the reason for the invite.
    
8. Once the password has been set, agents can download Scan App from App Store or Google Play and log in using their nShift Portal username and password.

How to give an existing agent access to the new Scan App

If you have an existing agent that you would like to invite to Scan App, you can do so by entering the profile.

1. Click on the Agent in Agents tab
2. Click on the User Link button
3. If Agent has no Portal user, please create one. If the Agent already has a Portal user you can decide to link it.

Troubleshooting

The "New Scan App agent" button is not visible in the Agents tab

1. Go to Settings - Profile page
2. Click on Enable for the new Scan App