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CONTENT
The Admin Page can only be accessed by a user set up as a company admin. From the admin page, you can add or edit users and add licenses to your account.
If you are a company admin, you can go to the App Tray at the top right of the page and select “Admin.” This will take you to https://katapultpro.com/admin/ in another tab.
Editing Company Information
On the left hand side of the page, you will see information such as your company's licenses, billing information, and control of server access with other companies across servers.
At the top of this panel, you will see a used/total license count next to "Write Licenses." If you click on the pencil icon to the right, it will open up a menu below to add licenses. Use the arrows to the right of the text box or enter your desired number of licenses to add. When the amount is correct, click the blue "Add # Licenses" button at the bottom of the menu. The software will ask you if you are sure, and if you are, click the “Add Licenses” button in the confirmation window. (Otherwise, click "Cancel.")
*When removing licenses, see the note under the "Add Licenses" button. Make sure to remove licenses not in use by toggling "Licensed" from the user who no longer needs it. (Instructions for how to do this are later in this manual.)
If your company is using Enterprise Licensing, you will see available Billable Hours underneath the Write Licenses section. These hours can be put towards custom projects, such as custom coding, custom configuration, custom training, etc. These hours expire at the end of the month; they do NOT roll over to the next month. Make sure you use them before you lose them.
*If you are interested in Enterprise License options, please reach out to support@katapultengineering.com.
Under the Billing section, you will find your company information that has been stored in our system. If you need to make any updates, click "Update Company Information."
A dialog window will open; the required fields that need to be filled out will appear in red. Once you have entered your company's information, click "Save."
Handling Billing
Underneath the your Company Information, you will find your Billing Information that we have on file. You'll find additional options for handling your company's billing below this Billing Information.
Click "Add New Credit Card" to use a new credit card. After filling out all the information, click "Add Card" and this new card's information will replace what we have on file.
Click on "Add New Bank Account" to leverage the ACH and have the necessary payments come straight out of your bank account.
With Enterprise Licensing, you may request quarterly invoices. Click "Request to Use Invoices" to submit a request.
*Again, reach out to support@katapultengineering.com if you are interested in Enterprise Licensing.
Company's User Information & Permissions
In the middle panel of the Admin page, you'll see the company's users and their permissions at first glance. If you have a long list of users in your company, you can use the quick search menu at the top of the page to quickly search for a specific user.
Moving from left to right in the menu at the top in the toolbar, the first icon is for exporting user data. This "Export User Data" button will download a spreadsheet of users' name (if they updated their contact info on their user), their email, date they were last active, permissions, UID, and more.
If you need to add another user to your company, click the “Create User” button next to the "Export User Data" button.
When you click “Create User,” the window to add the user will appear in the middle of the page. Use this window to enter the user’s email address you want to add, and then set the proper permissions for that user.
*If you don't want any headaches, make sure the email address you enter is active. This email address will be used to send instructions for finishing up the account's setup.
You can have unlimited read-only users, but you can only grant write permission to as many users as the amount of licenses your company has to give out. (A newly created user that is granted write permissions will automatically be marked as a licensed user.)
You can also be a Company Admin without being a licensed user (i.e. without needing write permission). Once you have the proper permissions set, click the “Create” button in the window.
This will add the user to the user list. You can quickly see (to the right of the user's email) what type of access the user may or may not have based on which box(es) are checked.
*If you want to hide emails and instead show first and last names in you Admin Dashboard, reach out to support@katapultengineering.com to have this configured. You'll need to ensure that the user's first and last names are set in their contact information. Users can do this themselves when they are logged in by clicking on their avatar in the top right corner of the application and then on "My Account." Admins can do this as well from the Admin page by clicking on the user, clicking the small, three dot menu towards the top of the user's card, and clicking "Edit Contact Info."
If you click on a user, the window to edit that user's permissions and other options will pop up on the right-hand side of the page. (The small, three dot menu visible in the top right here can be used to edit the user's contact information.) Here you can control if that user should have permission to view of your company's data in Katapult Pro (controlled by the Read Permission), if the user should be able to use a license (controlled by the Licensed toggle), whether a licensed user should be granted permission to edit any data in Katapult Pro (controlled by the Write Permission), or if the user should have company admin permissions. These toggles can be adjusted anytime.
The “Roles” button beneath those permission toggles will open up the user’s permissions for access to specific features.
Company admins can toggle a user's model editor read permission, which allows the user access to see any job model when this permission is turned on, as well as the model editor write permission, which allows a user to make changes to any job model when turned on.
Turn on API access to grant the user the ability to generate an API key from the Home page. Check out our API documentation for more info.
Unlike those model editor and API access permissions that provide additional access for users, the Mobile Assessments Workflow restricts users while giving exclusive access. The warning icon will tell you, "This user will only have permission to access Katapult Pro Mobile and the Photo Upload page." So this user will only be able to access Katapult Pro on their mobile device and will be limited to Mobile Only tools (Navigation, Find Me, Sync Photo, Edit Item, etc.) and Mobile Assessments; they will not be able to access other tools or access Katapult Pro on a desktop, unless they are accessing the Photo Upload page on a desktop.
If your company exists across servers, you can handle a user's access on different servers by clicking the "Server Access" button next to the "Roles" option. From here, you'll see your company and any working group(s) you may have on the different server(s) they exist on. Click the "+" icon to grant the user access to that server, then specify their level of access by clicking the appropriate checkbox(es) to grant them those permissions. The trash can will revoke the user's access from that server; you cannot revoke a user's access from their home server (the first server listed with the house icon next to it). You'd have to delete the user entirely (which could potentially cause association issues if this user has done any fielding work).
There is also an option to send a reset password link to the user if the individual has forgotten their password.
To do this, click the clock icon (shown in the screenshot above), and a reset user password window will appear. In the window, click “Send Reset Link” to have a link sent to the user.
After making any changes to the user, go to the bottom of that User Info panel and select “Okay.” If you click “Delete,” the user will be deleted from Katapult Pro. If you delete a user that collected in the field, this could affect time buckets and, consequentially, photo association. If the user is active in other companies or other servers, this will delete them from those instances as well.
*Again, only users with Company Admin permissions can access this page. Also, if you need to upgrade to site licenses or add modules contact support@katapultengineering.com.
Thanks for reading! Reach out to support@katapultengineering.com with any questions. How can we improve our documentation? Please leave a comment below!
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