Each time you complete an important action in the system, an automatic mail will be sent to your mailbox. You can configure the types of emails you want to receive by going to Options > Emails The emails that you are able to receive are the following: Panic activation: you will be receiving an email each time a […]
My Account
Creating a New Profile
Go to Menu > Profiles. Click on the New button and enter the details of the profile you are creating: Email Name Last name Password Click on the Account owner option, if you want to give this profile full access to the designated client. When you are done, click on the Save button. Note: If the email that you have entered already […]
Linking an External Profile to a Client
Creating a profile with Guarnic is very easy. You simply need to follow the instructions in Create a New Profile. To link this new profile to one of your clients, you can easily do it with the Link a Profile to a Client step by step guide. But what happens if I give access to a person/profile that […]
Linking Profiles to Clients
Guarnic is a multi-client platform. This means that your account or company can have many different clients, thus different client profiles can gain access to them. In order to link profiles to clients you need to: First select the client to which you wish to link the profile. If you do not have any roles […]
Managing Roles
Roles are the set of permissions given to profiles that have access to certain clients. Meaning, a role is an access list pertaining to a particular client profile. If you go to Options > Roles, you will be able to create a new role, and edit or delete an existing one. To create a new role, open Options > Roles. […]
Managing Profiles
In order to access the system, you can add Profiles (see Creating a New Profile) for those users that need to have any type of access, be it limited or not, to any clients from your account. Once you have added the profiles, you have to assign Roles to them (See Managing Roles), that you can subsequently associate to the profiles […]
White Label
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