Administration

Account administrators manage who can use Whisker.io, what each person can do, and the account's own settings. Almost all of it is in Control Panel in the top menu of the web portal. Alert contacts and schedules are under Alerts instead (see Alerts).

What do you want to do?

I want to…	Go to
Add a person, or change someone's details	Managing users
Make sure a new person receives alerts	Managing users
Reset someone's HMI PIN code	Managing users
Turn on two-factor authentication for someone	Logging in
Control who can see or change a location, HMI or dashboard	Roles and permissions
Choose who can see Alert History or the Audit Log	Roles and permissions
Choose who is emailed about contacts whose texts or emails are failing	Roles and permissions
Change the company details, or require HMI PIN codes	Account settings
See who changed what across the account	Audit log
Get a report sent on a schedule	Scheduled reports

A checklist for a new account

1. Create your roles, for example Admin, Managers and Operators, and put at least two people in the Admin role. See Roles and permissions.
2. Assign the account-level permissions in Assign Account Roles. Remember that a blank row usually means everyone.
3. Add your users and tick User receives alerts? for anyone who should be notified. See Managing users.
4. Set up alert contacts and schedule groups, so the right person is notified at the right time. See Alert contacts and Schedule groups.
5. Lock down locations, HMIs and dashboards with their own view and edit roles.
6. Decide on HMI PIN codes if you have on-site panels. See Account settings.