Having multiple accounts on your subscription is really useful if you manage different locations, have different types of records that you want to keep, try out our different account templates and train new staff without using your live data.
To begin with, login to Papertrail. On the top right hand side, click on + New account.
In the dialogue box, enter the account name. If you have access to more than one subscription, it will also ask you which subscription you want the account to sit under.
Next, choose which type of account you want to create. There are three options available:
1. Standard account
Most new accounts to be used for record and inspection management will be a Standard Account.
The templates available will depend on what package you are on. All packages will have access to the Equipment Management template. This will give you an account with appropriate record details compatible with our Product Directory and standard states and frequencies.
If you want to manage other areas of your business such as staff competency, vehicles and tools and do not have these templates in your list, please contact us.
2. Demo account
Demo accounts will only last for 45 days but can have an unlimited number of records and users. Demo accounts are great for trying out templates you don't currently have on your subscription, for training new staff and testing out new folder structures or features for your business.
If you want to keep your demo account, Papertrail can convert a demo account into an active account. There may be a charge depending on what template you want to activate.
3. Clone an existing account
This gives you the option to create a clone of an existing account with a copy of the fields, frequencies, folders and records (optional). If you've spent time developing a folder structure or have custom fields or frequencies that you want to copy for a new site this will save you time.
You can also choose to make this cloned account a demo account. This is a great option for training new staff in Papertrail, without the risk of disturbing the data in your live account.
Note that inspection history, notes and next check dates will not copy across - you may need to contact us to transfer records in this case.
Once you have chosen which type of account you need, click Create account.
Once a new account is created you will see it in your Papertrail home page along with all the other accounts you have been invited to.
The user that sets up an account is now the administrator for that account and can invite new users to it.
Note - You can have as many standard or cloned accounts as you want under your subscription. Your record and user allowance for your subscription will be shared across these accounts.
See related articles:
Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at firstname.lastname@example.org.