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Assign Sphere integration features to members (Organization settings)

Updated

Product administrators or organization configurators can assign and manage users who use the Sphere integration feature from the "Sphere Settings" tab in the Organization settings.

Prerequisites

  • The onboarding process for the Sphere integration feature must be complete (a contract between Sphere and your organization is required)
  • You must have the role of product administrator or organization configurator in eSquare Live

 

Note: If the "Sphere Settings" tab is not displayed, please contact us via the inquiry form.

Check the current number of available assignment slots

  1. Select "Organization settings" from the side menu.
  2. Click the "Sphere Settings" tab.
  3. The number of available assignment slots and the current number of assigned users will be displayed at the top of the screen.

 

Assign users

  1. Open the "Sphere Settings" tab.
  2. Click the "Add user" button.
  3. From the member list displayed, select the users to grant Sphere access to.
  4. Click "Save".
  5. Assigned users can immediately use the Sphere integration feature.

 

Remove assignments

  1. Open the "Sphere Settings" tab.
  2. From the list of assigned users, click "Delete" to the right of the user you want to remove.
  3. Select "Delete" in the confirmation dialog.

Caution: You cannot add users beyond the number of available assignment slots. If you wish to increase the number of slots, please contact your account representative or reach out via the inquiry form.

 

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