Overview
Account Access allows an employee to log into the Custr Dashboard and Companion App.
It is an optional setting that can be enabled for employees who need to manage the system, view information, or use the Companion App.
Important: Employees do not need Account Access to:
Check in and out
Host visitors
Receive notifications
Use QR codes or RFID tags
They simply need to exist in the Employees Directory.
Account Access is only required if an employee needs to log into the Dashboard or Companion App.
How Account Access Works
To log into Custr, an employee must:
Be added to the Employees Directory
Have a valid email address
Have Account Access enabled
Be assigned a role
Once these requirements have been met, the employee can create their account and sign in.
Enabling Account Access
To enable Account Access:
Navigate to Directory → Employees
Select the employee
Click Edit
Under Account Settings, enable Account Access
Select the appropriate Role
Click Save
The employee will receive an email asking them to verify their account and create a password.
What Happens Next?
Once Account Access has been enabled:
A verification email is sent automatically
The employee creates their password
They can log into the Dashboard
They can log into the Companion App
Their assigned role determines which features they can access
Until the account has been verified, the employee will not be able to sign in.
What Can Employees Do Without Account Access?
Employees do not need Account Access to use many of Custr’s core features.
Without Account Access, employees can still:
Host visitors
Check in and out
Receive notifications (where an email address is stored)
Use QR codes
Use RFID tags
Appear on the evacuation view
They simply cannot log into the Dashboard or Companion App.
When Should Account Access Be Enabled?
Account Access should be enabled for employees who need to:
Log into the Dashboard
Use the Companion App
Manage visitors
View attendance
Complete evacuations using the Companion App
Access features based on their assigned role
Not every employee requires Account Access.
Many organisations only enable it for administrators, reception staff, managers, fire marshals or employees who regularly use the Companion App.
Common Questions
Why can’t my employee log in?
Check that:
Account Access is enabled
A valid email address has been entered
A role has been assigned
The employee has completed the email verification and password setup
Do all employees need Account Access?
No.
Employees only require Account Access if they need to log into the Dashboard or Companion App.
They can still:
Check in and out
Host visitors
Receive notifications
Use QR codes and RFID
without having Account Access enabled.
Can an employee have Account Access without an email address?
No.
An email address is required so the employee can receive their account verification email and create a password.
Does enabling Account Access change what an employee can do?
No.
Account Access simply allows the employee to log in.
What they can actually see and do after logging in is determined by their assigned Role & Permissions.
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Important Notes
Account Access is optional.
Employees do not require Account Access to host visitors, receive notifications or use staff attendance.
Account Access is required to log into the Dashboard and Companion App.
Employees must have a valid email address before Account Access can be enabled.
Roles determine what employees can access after they have logged in.