Setting permissions for White Label Users

The Permissions Tab within a user menu allows administrators to configure each user within their instance individually as needed.

Accessing and editing user permissions as an Administrator

When in the User Overview of your White Label instance, please click the pencil symbol next to the user who's permissions you aim to edit.

Screenshot of button "Edit User" (Pencil symbol) in user overview for administrators — Hit the pencil to edit a specific user's settings and permissions.

White Label User Permissions

Once in the User Menu, scroll down to the Permissions Tab. Here, you will find a wide range of permissions you can set for the user in question.

Screenshot of User Permissions Tab in the User Options of the Admin instance — User Permissions Tab in the User Options (administrator view).

Let's go through all the different types of permissions and what each setting does.

Permissions and restrictions are only applied when the account is accessed with the user credentials. They do not apply to admins who log into a user account via the User Overview.

Maximum number of QR Codes/Landing Pages

First, you can set the maximum number of QR Codes and Landing Pages this
user may manage simultaneously. Please keep in mind that this number is usually capped at 250 per user.

Screenshot of settings "Max. QR Codes" and "Max. Landing Pages" in user permissions menu — These two numbers set by the administrator determine how many QR Codes and Landing Pages this user will be able to manage within their account (total number).

Screenshot of QR Code and Landing Page Quota in user menu — User view in their user account options, reflecting the above number, set by the administrator in the User Permissions Tabs.

Redirect URL

Here you can choose how the user will be redirected to your Target URLs. For more information, please read our article on redirection.

Screenshot of Redirection Setting in user permissions menu — This field determines whether the user will be set to 301- or JS-redirect.

Time Format

Use this setting to choose between 12- and 24-hour time format within the user account.

Screenshot of time stamp in 12-hour format — This user has been set to the 12-hour time format by the administrator.

Screenshot of time stamp in 24-hour format — This user has been set to the 24-hour time format by the administrator.

Allow User Agent Tracking

Limit a user's access to basic statistics of QR Code scans, or prohibit them from tracking their users. This might be necessary in order to adhere to local data protection regulations. For more information, please read our article on disabling QR Code tracking.

Screenshot of User Agent Tracking setting in User Permissions Menu — If the administrator disables this option for a user, their QR Codes will only be tracked in a very limited way.

Screenshot of QR Code request statistics in a QR Codes statistics page — The requests and unique visitors of a QR Code (simple scan statistics) will always be visible to a user. Detailed statistics may be turned off for any user.

Screenshot of detailed statistics in a QR Codes statistics page — When allowed by the administrator, more detailed statistics are available to this user, displayed below a QR Code´s simple scan statistic. This is the default setting.

Scheduling

The scheduling function allows users to define specific times during which a QR Code redirects to a certain landing page after being scanned. For more information, please visit our article on scheduled redirects.

Screenshot of button "Scheduler" in QR Code options — This user has the standard setting: they can use schedulers for their QR Codes.

Screenshot of QR code options with hidden button "Scheduler" — For this user instance, the administrator has disabled the scheduler function.

Vanity URL

Determine if the user can change their QR Codes' Vanity URLs.

Screenshots of Vanity URL Editing Fields in QR Code options and in the QR Code generator — By default, users can set their QR Codes´s Vanity URLs. To change an already existing one, they can click the pencil symbol in the QR Code Overview.

Screenshots of QR Code Options and QR Code Generator with hidden or deactivated Vanity URL Editing Fields — This user cannot set or change the Vanity URLs of their QR Codes.

API

Deactivate this option, and the user will no longer see the API button - hindering them from accessing their Secret API-key as well as the documentation. The user will thus not be able to use API-calls towards their account.

Screenshot of setting "API" in User Permissions Menu — If the administrator disables this option for a user, they will not be able to access the API section of their account.

Screenshot of button "API" in Main Navigation Menu — By default, users can access an account's API section, and see the Secret API Key for that user instance.

Screenshot of Main Navigation Menu with hidden button "API" — The administrator has deactivated the API access for this user. They will not be able to see the secret API Key.

SMS Alerts

Screenshots of QR Code Options with hidden button "SMS" — By default, SMS notifications cannot be activated for QR Codes.

Screenshots of Button "SMS" in QR Code Options — This user's administrator has booked SMS notifications for their account and has enabled this function for this user.

GPS Tracking

Forbid users to utilize GPS tracking for their QR Codes by deactivating this setting.

Screenshots of Button "GPS" in QR Code Options — The administrator of this account has not deactivated GPS tracking for this user. They may activate it for their QR Codes.

Screenshots of QR Code Options with hidden button "GPS" — This user is not able to utilize GPS tracking for their QR Codes.

Access Statistics only

If you want a user to only be able to access their account's statistics, activate this option for them.

Please be aware that activating Access Statistics Only will keep the user from generating or editing QR Codes and Landing Pages within their account!

Screenshot of setting "Access Statistics Only" in User Permissions Menu — If the administrator activates this option, this user will only be able to access and use statistic-related functions in their account.

Screenshots of User Dashboard with buttons "Create QR Code" and "Create Landing Page" — By default, every user can create and edit QR Codes and Landing Pages in their account.

Screenshots of Dashboard with buttons "Create QR Code" and "Create Landing Page" hidden — Here, the user may only access statistics and download the QR Codes within their account

Import

Determine if the Import Page can be accessed by the user, e.g. in case you want to forbid the user from performing any bulk-imports (like the CSV-import).

Screenshot of button "Import" in Main Navigation Menu — By default, users can access their account's Import section, where they are able to bulk-import QR Codes or Business Cards.

Screenshot of Main Navigation Menu with hidden button "Import" — This user may only create single QR Codes and Landing Pages within their account.

Delete QR Codes

Permit or deny a user to delete QR Codes and Landing Pages from their account.

Screenshot of QR Code Actions Drop-Down and option "Delete" on QR Code Overview Page — By default, every user can delete all of their QR Codes and Landing Pages by marking them and choosing the appropriate option in the top-right Drop-Down Menu.

Screenshot of QR Code Overview Page withQR Code Actions Drop-Down and hidden option "Delete" — In this case, the user may not delete any QR Codes or Landing Pages from their account.

Create/Edit QR Codes and Landing Pages

These two options determine if this user can create or edit QR Codes and Landing Pages within their account.

Screenshot of settings "Create QR Codes" and "Create/Edit Landing Pages" in User Permissions Menu — If the administrator deactivates these options, this user will no longer be able to access the QR Code Generator and Landing Page Editor of their account.

Screenshot of buttons "Create QR Code" and "Create Landing Page" on User Dashboard — By default, all users may create all kinds of QR Codes and Landing Pages within their account.

Screenshot of button "Create Landing Page" on User Dashboard — Here, only the Landing Page Editor may be accessed by this user, and not the QR Code Generator.

Screenshot of button "Create QR Code" on User Dashboard — In this case, the administrator deactivated access to the Landing Page Editor, but left the QR Code Generator active.

Screenshot of hidden buttons "Create QR Code" and "Create Landing Page" on User Dashboard — This user has been denied access to both the QR Code Generator and the Landing Page Editor in his account by the administrator.

Sticker Shop

Show or hide the Sticker Shop button - when activated, the QR Code can directly be transmitted to zazzle.com (without designs) through the QR Code's Options Tab and be printed there on different media.

Screenshot of QR Code Options with hidden button "Sticker Shop" — By default it is not possible for users to utilize the zazzle.com-integration for their QR Codes.

Screenshot of button "Sticker Shop" in QR Code Options — This user's administrator activated the zazzle.com-integration for their account.

Media

Decide if a a user may access their Media section by controlling this option.

Screenshot of button "Media" in Main Navigation Menu — By default, users can access their account's Media section.

Screenshot of Main Navigation Menu with button "Media" hidden — This user may not access their Media section because the adminstrator deactivated this possibility in the Permissions Menu.

Save QR Design Templates

Determine if this User can save QR Design Templates. This has no bearing on accessing their QR design tool or on applying already saved templates.

Screenshot of button "Save Template" in QR Design Tool — As long as allowed by the admin, this user may save new templates into his account's QR design tool.

Screenshot of QR Design Tool with button "Save Template" hidden — Here, the user may not save any QR Code Design Templates.

Integrations

If this option gets deactivated by the administrator, a user may no longer access the Integrations page. For more information on integrations, please visit the respective article in our Knowledge Base (currently for HubSpot, MailChimp and Salesforce).

Screenshot of button "Integrations" in Main Navigation Menu — By default, users can access their account's Integrations page and connect their account with the available services.

Screenshot of Main Navigation Menu with button "Integrations" hidden — In this case, the administrator has deactivated this user's Integrations page.

Remember to save!

After setting everything up as desired, the administrator must finally hit Save, located at the end of the Permissions Tab.

Screenshot of "Save" Button in Permissions Menu — If available, always click "Save" after changing settings on an electronic device.

Administrators also have the option to show/hide
elements and add functionality on their instance via Java Script and CSS injection.