Before you start
- Worker-only account: Scan → My work on a phone, My account on a computer; accounts with multiple business roles enter My account.
- Use your own staff account; sign in with Username/email and Password. There is currently no second-code step.
Screenshots show an earlier interface. Some current actions may appear in a different place or be absent from the image.
Worker
Your account, Scan and assigned work
Check your Worker account, choose Scan or My work and find your assigned tasks.
Prepare the records → follow the steps → check the outcome.
Check the account you are using
Worker
1Step 1 / 5
My account shows which account you are signed in to and which roles you have been given. A person can hold several business roles.
- Open My account and check the user name.
- Read the displayed roles and permissions; check that they match your responsibilities before starting work.
You know which account you are using and where to start work.
Find the right route to your work
Worker
2Step 2 / 5
The menu displays only the sections your account can access. On a narrow screen, open Menu to see these options.
- Open the main menu; on a narrow screen, click Menu.
- Choose My work or Scan for the task you need to do.
- On desktop, use Website if you need to return to the public site.
The menu shows only pages that your account is allowed to open.
Open your assigned work list
Worker
3Step 3 / 5
My work brings together the tasks you are allowed to see. Select the correct task before starting work or recording evidence.
- Open My work on a phone.
- Select the assigned work order or install visit; check its code, project and status before continuing.
- Read any message explaining why an action is not yet allowed.
You select the correct assigned task and understand which actions its current status allows.
Update your details or password
Worker
4Step 4 / 5
You can update your own account. Roles and permission to view money are managed separately by an authorised person.
- In My account, choose Edit my account or Change my password.
- When changing your email or password, enter Current password; for a password change, enter and confirm the new password.
- Check your entries, then click Save.
Your own details are updated; roles and the money flag are managed by an authorised person.
Sign out when you finish
Worker
5Step 5 / 5
End your session when you finish, especially on a shared device in the warehouse or workshop.
- Open the My account menu.
- Choose Sign out to end your signed-in session.
The session ends; next time, sign in with your own account.
Complete the task
Results & checks
- Being able to view a record does not give you permission to change or approve it.
- If you see Access denied, read the message and use Back to My account; if your session is missing, use Log in. Do not borrow another person's account or guess a URL.
Screenshots illustrate the page layout. Some show earlier controls; follow the current steps and check the result after performing the action.