Video onboarding | Sign In App User Guide

Welcome to the Sign In App video onboarding series, here we’re aiming to give an overview of Sign In App to help with the initial setup process and implementation. The videos include both the Sign In App portal with sections covering groups, sites, reporting, evacuations, and Companion app.

Introduction

Here we provide an overview of Sign In App, including where to create a free trial and log in to your Sign in App account.

Today

Here we cover the Today screen - the live dashboard displaying information about who is on-site.

Groups

Groups are a core part of Sign In App, these videos cover the basics, the key differences between Standard and Repeat groups, and a deeper dive on managing groups.

Introduction

This video covers the basics of where to find groups and how to add new ones.

Standard/Repeat

Here we explain the key differences between standard and repeat groups and which group type you should use for each use case.

Deep dive

This video provides a deeper dive into groups, including group management and configuration.

Sites

In this video, we provide an overview of how sites work in Sign In App, including custom fields, messages and adding new sites.

Reports

Here we cover the basics of reporting in Sign In App, including viewing history and timesheet reports in the portal and also exporting the data.

Evacuate

This video covers how shared evacuations work in Sign In App from the portal

Account

This section explains the basics of your account settings, including how to change your account name and logo, setting up portal users, and configuring roles and permissions.

Companion app

The next few videos cover the basics of using Companion app, including the Today screen, the calendar, evacuations, and the settings.

If you don’t have Companion app set up you can click here to read more.

Today

This video goes into more detail on the Today screen, including mobile sign in, pre-registering visitors, and booking spaces.

Calendar

Here we cover the calendar screen which gives you a summary of a given day, including your pre-registered visitors, sign in history, and spaces booked.

Evacuation

Sign In App Companion is the quickest way to access your site's live evacuation list, here we cover the basics of how to run an evacuation report.

Settings

Here we go over the settings screen, from here you can easily toggle features on and off to customise your Sign In App Companion experience.

Outro

Hopefully, these videos have helped you set up Sign In App, but if you have any questions the team are here to help. This video covers how to get in touch.