Esta función se encuentra actualmente en Acceso temprano. Si le interesa, contacte con su gerente de éxito del cliente para verificar si su organización es elegible.
How does username login work?
Many frontline workers don't have a corporate email address, but they still need access to take training courses, complete actions, stay informed about organization updates, and more. Username login lets you create accounts using a username and password. Workers sign in using a username like their employee ID via a login link or QR code specific to your organization.
Empezar como administrador
To manage username login settings for your organization, you'll need:
To add and manage users, you'll also need Permiso de "Administración de plataformas: Usuarios".
Turn on username login
Click your organization name on the lower-left corner of the page and select Ajustes de la organización.
Select Iniciar sesión tab at the top of the page, then turn the "Username login" setting on.
Copy the login link or download the QR code to share with your users.
If your organization's default permission set for full seats includes "Platform management" or "Override permissions" permissions, you'll need to remove them, as users without an email address can't hold these permissions.
To turn username login off, you must first add an email address to every user without one or deactivate them.
Users without an email address can only log in using the organization-specific login link or QR code. They can't access the platform from the default login page.
Add users with username login in bulk
After you turn on username login, you can add your users in bulk using a CSV file, which is the fastest way to onboard large groups.
Click your organization name on the lower-left corner of the page and select Usuarios.
Click on the upper-right corner of the page and select Gestión en masa mediante CSV.
Follow the instructions to download the CSV template, prepare and upload your list of users, review the results, and complete the bulk upload.
For users without an email address, fill in the "Username", "First name", and "Last name" columns. You can leave "Password" blank and set a default password for these users during the upload.
Complete the upload.
Users log in using the password you set for them. Turn on "Require password reset" at the end of the upload to prompt users to set their own password after their first login.
A los usuarios sin dirección de correo electrónico no se les puede asignar el conjunto de permisos «Administrador» ni ningún conjunto de permisos que incluya los permisos «Gestión de plataforma» o «Anular permisos».
Add a user with username login
For new team members joining over time, you can add users without an email address one at a time.
Click your organization name on the lower-left corner of the page and select Usuarios.
Click Añadir usuarios on the upper-right corner of the page.
Enter the user's "Username", "First name", "Last name", and "Password". Then, select a seat type and complete the remaining steps to add the user.
Update a username login user
Admins can update a user's details, including changing their username, setting their password, and adding an email address, from the user's profile. Users without an email address can't change their own username.
Click your organization name on the lower-left corner of the page and select Usuarios.
Click the user's name.
Click Ajustes on the upper-right of the page.
In the "User settings" section, click Editar and update the user's details. Then, click Guardar cambios.
Get started as a user
Log in with a username
To log in, you need an organization-specific login link or QR code from your admin.
Open the login link or scan the QR code to open the login page for your organization on either the web app or the mobile app.
Enter your username and click or tap Continuar. Then, enter your password and click or tap Iniciar sesión.
If prompted, set a new password.
The mobile app remembers your organization after your first login. You won't need the link or QR code again.
Limitations
Single sign-on (SSO) and email-based password recovery are not supported for username login.
Users without an email address don't receive email notifications. Push notifications are available for the mobile app, and SMS notifications are supported after they add their mobile number.
Users without an email address can't be assigned "Platform management" or "Override permissions" permissions.
Users without an email address can't be a part of multiple organizations.
Users without an email address can't change their own username. Username updates must be made by an admin.
