Admins or Enterprise Account Admins can assign Counting Templates to your users.
Assigning Counting Templates ensures accuracy and efficiency for your clients by offering only the tools they need in the counting process.
1. Log in in your Admin / Enterprise Account using the CountThings Website (Portal).
2. From the left-side menu, go to Templates.
3. Open the dropdown of the Template Category that best matches your users to count. (e.g. Tubes)
You can scroll down to explore all available categories.
If you're not sure which Counting Template is the right fit,
contact our support team at
support@countthings.com
4. Once you've opened the category and identified the Counting Template you want to assign, click on the Associate icon (located at the lower-right corner of the Template).
(e.g. we want to associate the PVC Pipes Counting Template.)
5. The Associate users to template PVC Pipes pop-up will open.
Check the box next to the user you want to assign the template to. You can use the search bar to quickly find a specific user. (e.g. we selected enterpriseuser1@test.com)
Click the ">" button to associate the template to the selected user or click the ">>" button to associate the template to all the available users. To remove the association, use the "<" or "<<" button.
6. Now, the selected user will appear on the right side of the pop-up.
Click Close to exit the pop-up once you've finished associating users with the template.
You can return at any time to remove associations or assign other templates.