When adding an account to the Enterprise Dashboard in OtterWaiver, you will need to create a login for the Account Administrator associated with that account. Unlike automated registration processes, this manual setup requires you to share the login credentials directly with the administrator. This guide will walk you through the steps to create and share these credentials securely.
Creating the Account Administrator Login:
In the Enterprise Dashboard, navigate to the following sections:
- Dashboard > Add Location
- Location > Add Location
While setting up the location, you will create the Account Administrator's login credentials. Please note that this includes an email address and password. Ensure that you keep this information secure as it will need to be shared with the Account Administrator.
Since this login is manually set up, the Account Administrator will not receive an automated email with login information. It is essential to share the email address and login password securely.
For security reasons, advise the Account Administrator to change the password immediately after receiving it.
Logging In as the Account Administrator:
To access their account, the Account Administrator should go to app.otterwaiver.com.
They should use the email address and password you created during the location setup to log in.
- If the Account Administrator attempts to sign up for a new account with the same email address, an error message will appear, stating "Email already exists." In this case, they should use the "Login" option rather than "Signup."
Creating a login for the Account Administrator in the Enterprise Dashboard is a crucial step in setting up an OtterWaiver account. By following the steps outlined in this guide, you can ensure a smooth onboarding process for your Account Administrators. Remember to emphasize the importance of changing the initial password for security purposes.