Contents
Introduction
Each Dexibit account contains locations and users.
Locations are a geographic locations where visits occur. In the case of a simple museum, an account will only have a single locations. Data coming into Dexibit is attributed to a location. More complex accounts might have multiple locations; each location has its own separate data.
Users are users of the Dexibit application. Users are able to access data from all locations within an account.
Users can be one of two roles:
User: a user with restricted functionality. They are not able to edit account details, location details and the details of other users.
Administrator: a user with full functionality. They are able to access account details, location details and the details of other users, including - if available - those users and locations in sub-accounts.
Accounts
For those on Enterprise plan, an account may have sub-accounts. Data can then be aggregated at the parent account level.
Editing account details
To edit your account details:
Click on Admin from the left hand navigation
In the Accounts tab, click on Edit on the account you want to modify
In the following page, make the changes you'd like to make
Click Save to save your changes
In the account edit page, you have the following fields:
Account name | The name of the account |
Parent account | If the account is to be a sub-account of a larger account, you can choose a parent here. This field is only available for certain subscription plans. If you want to upgrade your plan, please contact your customer success representative. |
Multi-factor authentication | Multi-factor authentication requires all users to use an authentication device such as the Google Authenticator app before logging in. This adds an extra level of security.
Enforcing multi-factor authentication for all users will require them to set up an authentication device on next login. |
Password policy | Choose between three types of password policy. Simple, standard and enterprise. The requirements for each password policy is shown on the screen below the options.
Please note that to enforce a new password policy for users, you must first change the password policy, and then manually reset the password for all users. See below. |
Locations
A location is a geographic location where visits occur. In the case of a simple museum, an account will only have a single location. Data coming into Dexibit is attributed to a location. More complex accounts might have multiple locations; each location has its own separate data.
Creating a location
To create a location:
Click on Admin from the left hand navigation
In the locations tab, click on Create location top right
Fill out the fields, required fields are marked with an asterisk (*)
Click Create location
Editing a location
To edit a location's details:
Click on Admin from the left hand navigation
In the Location's tab, click on Edit on the location you want to modify
In the following page, make the changes you'd like to make
Click Save to save your changes
In the location page you'll see the following fields:
Location name | The name of the location |
Location type | The 'type' of the location; options are provided in the dropdown. |
Timezone | The timezone of the location. This is provided to ensure data is recorded in the right timezone. You can type a city or a timezone abbreviation to quickly select a timezone. |
Account | All locations must be assigned to an account. |
Location Address | Dexibit requires at minimum the latitude and longitude of your location to provide forecasting, benchmarking and other visualizations. You can search your location's name from the search address field to populate these fields automatically. |
Users
Inviting a user
To invite a new user:
Click on Admin from the left hand navigation
In the Users tab, click Invite User, top right
Enter a valid email address
Select a role (N.B. 'user's can only assign the 'user' role)
Select an account (you may only have one account here)
Click Invite
The user will receive an invite from noreply@dexibit.com - they may have to check their spam folder if they do not receive it. By following the link in the email they will be taken through the steps to create a profile - including filling out their name and choosing a password.
Editing a user
To edit a user's profile:
Click on Admin from the left hand navigation
Select the users tab
Search for the required user
Click Edit
In the following page, make the changes you'd like to make
Click Save to save your changes
In the user page you'll see the following fields:
First name | First name of the user. |
Last name | Last name of the user. |
Email address of the user. Email cannot be modified. | |
Locale | Locale determines formatting of dates and currencies. |
Timezone | Timezone will override the timezone of your browser, if required. You can type a city or a timezone abbreviation to quickly select a timezone. |
Multi-factor authentication | If MFA is required by the account, and an MFA device has been set up, it will appear here, and can be removed by clicking the X button next to it. |
Status | By selecting 'disabled', the user will not be able to log in to the account. |
Role | Determines what a user is allowed to do within the app, see above. |
Account | The account to which the user belongs. |
Resetting a user's password
In some cases it may be necessary to reset a users password, for instance if you have modified the account password policy, or you believe the user's account has been compromised.
To reset a user's password:
Click on Admin from the left hand navigation
Select the users tab
Search for the required user
Click on the 'three dots' button on the right hand of the table
Click Reset password
Deleting a user
You might want to delete users when they leave your organisation. Deleting the user, will delete their user profile and data permanently. Meaning, any dashboards that they have created and shared will be deleted.
To delete a user:
Click on Admin from the left hand navigation
Select the users tab
Search for the required user
Click on the 'three dots' button on the right hand of the table
Click Delete
Password Policy options
Account administrators can change the password policy for their account at any point. There are 3 password policies to choose from: Simple Policy, Standard Policy or Enterprise Policy. Details of each policy is accessible via our Dexibit App.
To change the password policy
Click on Admin from the left hand navigation
In the Accounts tab, click on Edit on the account you want to modify
Select one of the three policies offered: Simple; Standard; Enterprise
Click Save
You will then need to reset the password for each user individually in order for the new password policy to be applied.
Select the users tab
Against each user profile, click on the 'three dots' button on the right hand of the table
Click Reset password
The next time the users log in, they will be prompted to reset their password as per the new account policy you selected.