To set up your company profile in 811spotter, log in using your credentials. You should have already updated your profile and password.
Go to your name in the top right, click the down arrow, and select Company.
You'll be directed to a screen (similar to the one below) with four tabs at the top: Global, Offices, Users, Attachments Categories and Job Fields. Within each tab, you can customize your company preferences, including the the ability to turn on or off specific features of the software.
Global tab
Field Marking Verification: allows the user to verify, manage and indicate status of field locates.
Auto-Renew: this read-only setting is based on your 811spotter user license. When active, 811spotter will automatically renew tickets before they expire. You can select specific tickets for auto-renewal until a specific date or indefinitely.
Please contact 811spotter customer support if you would like to upgrade your license plan to activate this feature.
Jobs: allows the user to assign tickets to jobs and manage job details.
Attachments: enables uploading and managing of file attachments.
Default User: allows user to specify the default person that new tickets are assigned to. Click on this to select from a list of users.
Offices tab
By default, every company has an office called Main. The Main office is always the default location. The default location, which can be changed, is the location to which tickets are assigned if there are no other email matches. All objects are assigned to this location (i.e., users, jobs and tickets).
When you enable Multiple Offices, the user can move objects to other new locations.
811spotter only shows tickets and jobs from one office at a time. To see other tickets, the user must switch between locations.
Office emails must have a domain from the company_domains list
Changing offices
You can change offices in two ways:
Copy the job (create a duplicate in the destination office).
Move the job. Note: any tickets assigned to an existing job must be moved to a job in the original office.
User Assign Office Form
You can do this in two ways:
Keep the tickets in the current office and re-assign to a user in the current office.
Move the tickets with the user. This will create a duplicate job record of any jobs associated to the tickets being moved.
Users tab
This shows a list of users within your company and each user's contact email, (company) status, office location, mobile phone number and number of assigned tickets.
You can edit the user's information by clicking on the their name. An Edit User window appears. In the Edit User window, make your changes and click Save.
To delete or suspend a user, click on the box to the right. This action activates a drop down list with the ability to edit, view tickets, reset password, deactivate and delete.
To suspend a user's account, click the Deactivate button. You may select multiple users to deactivate or delete. Note: before deactivating a user, you must re-assign any tickets associated with that user.
If you select Delete User, a new window opens asking that you confirm that you want to delete the user. Click Delete (or Cancel if you do not want to delete the user).
To add a user, click on the blue +Add User button at the bottom left of the window.
Note: Only the Company Admin can manage other users and company settings.
Enter the Users name, email and mobile phone, elect the office (in this example it is Company for a multi- company) and select the role.
Then click Save.
Note: Only the Company Admin can manage other users and company settings.
Attachment Categories tab
This tab allows you to add categories, e.g., to tag images, links, files.
To add a category select the Add Category button. Then Type the name of the new category and click Save.
Custom Fields tab
This tab allows you to set and edit three custom fields and two look-ups.
To edit custom fields or lookups, hover on the Field and edit button appears on the right. Click the Edit button.
A new window opens allowing you to edit the name of the field. Type in the new name and then click Save.
To add a Field, click on the Add Field box at the bottom left of the screen.
Type in the Job Field Name and then click Save.
Billing Tab
The Billing Tab allows company administrators to
update the primary billing contact
determine who shall receive the emailed invoices
update the credit card that the monthly charges are billed to
