Assigning Phone Number to Another Worker

Overview

You may need to link a phone number/ device to another user when a worker leaves the company or moves to different department and you want another worker to use the same device.

Prerequisites

• You need to have an account with Company Administrator, Super User role, or a custom role with access to create and edit Users and deactivate Devices.
• You already have a device with an active phone number.

Solution

1. Log in to the Street Smart web portal using your credentials and company ID.
2. Copy the phone number that you want to reassign:
   •  If the number is located under another company account, a Super User or a Company administrator should contact us to move the number to the correct company first. You can check if the number is present under the correct company by navigating to Administration > Devices.
   • If the number that you want to reassign is present under the correct company account, you can copy it from Administration > Devices. Also, you can check the number from the profile of the worker (who used it previously):
     1. Navigate to Administration > Users.
        
        
        
        
     2. Locate the user from which you want to reassign the device; click on the account and select Edit User.
        
        
        
        
     3. Copy the phone number assigned to the account.
        
        
        
        
        • Optionally, you can move the account (that will no longer be used) to a group with Inactive Workers - to remove the user from the reporting. If you do not have such group, you can create it. Alternatively, you can delete the user account.
          
          
          
          
3. Create a new mobile worker account and specify the phone number you copied in their profile.
   If you have already created a new user account, click on the user and select Edit User, and add the phone number.
4. On the same page, copy PIN number (generated automatically) or enter a new one and click Save & Close.
   
   
   
   
5. Deactivate the device for the number that you reassigned to the new worker.
   
   
6. Provide the phone number and PIN to the new mobile worker to activate the mobile application.
   
   Note: If you are having any issues reassigning a number to another worker, submit a request to Streetsmart support to reassign the device for you, providing the following information: 
   • Phone number that needs to be reassigned
   • Name and email of the user to which the number needs to be assigned
   • Group and security role for the target user (in case a new user account need to be created)

<supportagent>

Customers may submit requests to assign a number/device to another user. In this case, you need to reassign the number as described below and share this article with self-service instructions for future reference (this task can be complete both ways).

1. Log in to CSU using credentials from Passwordstate and search for the Company ID.
2. Find the User (to which the number needs to be reassigned) and take note of the User ID.
   Note: If the user does not exist, you'll need to create the user in StreetSmart. If you do not have some of the information for a new user account (was not provided by the customer), use the following data to replace the missing info (then ask the customer to update the account as needed).
   
   • Username: {number}
   • Group: Worker
   • Security Role: Mobile Worker
     
3. Search for the Device and click the Edit button (the last column for the corresponding device).
   
   
   
   
4. Make the following changes:
   1. Type the User ID you got in step 2.
   2. Make sure to check the Update checkbox.
   3. If the device is Deleted, make sure to select Set to NULL to return it to Active.
   4. Click the Update Record button.
      
      
      
      
5. Log in to the StreetSmart web portal using the customer's COID and navigate to Administration > Devices to check if the number is linked to the correct user.

</supportagent>

Testing

You should see that the number is now linked to the desired worker account from Administration > Devices.

Also, you can check the status of the worker with the assigned number after they have activated the mobile app - their status should be Logged In (or On Duty if they started the shift), the Update and Location statuses should be current.

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