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Managing people

For managers (Management role): under Users you give people access to mScan and send them their scan link.

Adding a person

  1. Add person — name and email address.
  2. Under Roles choose the roles: Scan (send documents with the scan app) and/or Management (all documents, people and categories). See roles.
  3. Save. Whoever has the Scan role gets a scan link: copy it, or send it to the person directly with Email — the email also carries a QR code for the phone.

If a maximum number of people is agreed with your company, the page shows how many there are ("4 of 5 people"). Once it is reached, remove someone or ask Earlybyte for more.

If a person also works for another company, their name and email address are shared and only Earlybyte can change them; their roles at your company you change yourself.

A person's scan app

In a person's dialog, under Scan app:

  • Modes — what they may scan (receipts, invoices, documents), within what your company has.
  • Categories — which category list their scan app shows: the company's, none, or another list.
  • New capture link — the old link stops working at once, e.g. after a lost phone. Send them the new one.
  • Revoke capture link — they can no longer scan.
  • Reset app PIN — they forgot their PIN: the PIN on their phone is removed, their waiting documents stay. They get an email.

Removing someone

The bin icon on the row removes the person from your company: their scan link stops working. Their documents are kept.