Note: This feature is only available in the Enterprise Edition of our platform.

The Enterprise edition allows something called "guest access", where users do not have to login explicitly to the system. Instead when they first access the system, it will automatically log them in as a "guest" user with minimal privileges. Users with higher privileges can still login as their regular user, they simply click the "Login" link at the top right corner of the screen.

This can be helpful in large organizations where there are many staff with the same access permissions, and it is unnecessary to have them login as specific users. 

Keep in mind, however, that you lose some of the functionality as a guest user. For example you will not be able to send acknowledgment requests to guest users, and they will not be able to start interactive checklists.

Enabling Guest Access

To enable guest access, you must be logged in as the system administrator (typically the "admin" user).

Next, create a new user called "guest" and set the Primary Role as being "End User". Important: Double check the permissions this user has, as all guest users will have these same permissions. The password can be left blank.

Now, on the Users tab, go to the What's Next menu and select "Configure Guest Access". In there, select the guest user from the dropdown list and then click OK.

It will show a warning, which you should read and acknowledge by clicking OK. Once complete, the guest access will be enabled.

To test the guest access, try going to the site from a new browser, or as "incognito". You can also just click the Sign Out link and then access the site again.

To disable guest access, perform the same operation again but select NO users in the Configure Guest Access action. This will disable guest access.