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.
Before you start: enable Scan App Access
Scan App Access is a user functionality that must be enabled by an Owner user. It is off by default on all users, including new ones.
It must be enabled for both:
- the person who invites agents (without it, the "New Scan App agent" button does nothing when clicked), and
- every user who should log in to Scan App as an agent
To enable it: Settings > Company Management > Users > select the user > Functionalities > Scan App > toggle Scan App Access > Save.
If you are the Owner and will be inviting agents yourself, enable it on your own user first.
How to invite agents in your Action Center
- Log in to nShift Portal and go to Track > Action Center.
- Select the correct Action Center from the drop-down list.
- Go to the Agents tab and click the New Scan App agent button.
- Choose your creation method:
- New agent - select "Create agent and Portal user"
- Existing Portal user - select "Create agent and link existing Portal user"
- Complete the form. Fill in the agent's name, email and any other required details.
- Click Save to create the agent.
- 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.
- 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.
- Click on the Agent in Agents tab
- Click on the User Link button
- 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 visible but nothing happens when you click it
Problem: The user you are signed in as is missing Scan App Access.
Solution: Ask an Owner to enable it (see Before you start), or enable it on your own user if you are the Owner.
The "New Scan App agent" button is not visible in the Agents tab
- Go to Settings - Profile page
- Click on Enable for the new Scan App