Properly setting up your team is key to assigning work and controlling access to the platform. This is done by creating profiles for both Users (staff who log into the platform) and Cleaners (frontline staff whose location is tracked).
Managing Users
Users are individuals who need to log in to the Mero Control Center to view data, manage operations, or configure settings.
Navigate to Settings in the bottom-left menu.
Select the Users tab.
Click Add User to create a new profile. You will need to provide their Name, Email, and Phone Number (for text message alerts).
User Roles
When adding a user to the Mero platform, you must assign a role. This role determines their level of access and what they can see and do within the system.
Admin
Admins have the highest level of access and can control all settings and features across the entire organization.
Permissions:
Full access to all settings, buildings, and features.
Can manage user accounts and assign roles.
Complete control over all data, including creating, editing, and deleting records.
Manager
Managers have administrative access limited to the specific buildings or campuses that are assigned to them. This role is ideal for team leads or regional supervisors.
Permissions:
Full access to manage the specific buildings or campuses they are assigned to.
Can view and manage data, reports, and settings for their assigned locations.
Cannot access organization-wide settings or buildings they are not assigned to.
Viewer
The Viewer role is a strictly read-only role, designed for users who need visibility into work orders as well as broad details on the "Location Summary" page.
Permissions & Limitations:
Work Order Visibility: Viewers can view a list of work orders, with a primary focus on those assigned directly to them.
Location Summary Access: They have visibility of the "Location Summary" page and its data. They will not be able to see any specific cleaner details, only broad information about total and expected cleaning times by floor as well as consumable and traffic status.
No Modification Rights: All UI elements for creating, editing, or deleting work orders or any other data are hidden and disabled.
Limited Navigation: All links to administrative or configuration pages such as 'Settings' and 'Alerts' are hidden from navigation menus. The only settings-related page they can access is for their own user account.
No Notifications: Viewers do not receive system notifications.
User Status
Active: The user has accepted their email invitation and successfully logged in.
Pending: An invitation has been sent, but the user has not yet logged in to activate their account.
From the Users screen, you can also edit a user's details and notification preferences or delete a user by clicking the three-dot menu next to their name.
Want more information on Viewers? Check out our release notes and demo!
Managing Cleaners
Cleaners are the frontline staff members you want to track. A profile must be created for each cleaner so you can assign them shifts and a beacon.
Navigate to Settings in the bottom-left menu.
Select the Cleaners tab.
Click Add a Cleaner to create a new profile.
You will need to assign the cleaner:
A Name.
The Campus and Buildings they work in.
A unique Beacon ID from the physical beacon they will carry. This is found on the QR code of the Beacon the cleaner is carrying.
For bulk uploads, you can also use the Import Cleaners tool to add your team from a CSV file.