Shop Floor App users in Katana are called Operators. You can invite Operators to your Katana account from the Katana manufacturing ERP application (login link here).
Only an account owner or a user with the permission Manage users and permission enabled can invite Operators. That person typically sets up the devices for Operators as well. See the detailed flow below, along with tips for setting up a device remotely.
Each Operator has a dedicated account and login for the Shop Floor App. Operator accounts are not linked to any certain mobile devices, you can log in to the same Operator account with any device (simultaneous sessions from multiple devices aren't possible).
Depending on your processes and requirements, you can define Operators as:
- Individual production employees - each employee has a dedicated account and tasks list.
- Workstations - a dedicated account and task list per workstation.
Inviting Operators
Login to your Katana MRP account (https://katanamrp.com/login).
Click on the account name in the top right corner and select Team.
Click Add a new team member.
You can choose whether you want to add an additional user to the Katana MRP site or invite an Operator. Select Operator.
Then, enter the name of the Operator and create a 6-digit login code.
Full name - Enter the Operator name. The Operator can be a production employee or a workstation, for example.
6-digit login code - This code is entered by the Operator when logging into the app. Only numbers are allowed.
Click Add.
The Operator is added to the account and You can continue setting up the Operator device or do it later. Click on Set up operator device if you want to continue.
Setting up an operator device is done by scanning a unique QR code with the mobile device. Operator accounts are not related to an email address but to a QR code.
Take your mobile device and scan the QR code.
Tip: If you want to set up devices remotely, save the QR code as an image and send it to the Operator.
You can now work in parallel on your mobile device and Katana MRP account. Click Next on the Katana manufacturing ERP account.
The 6-digit login code for this Operator account is displayed on the next screen.
Enter the code to your mobile device on click "Log in" on the device.
Click Next.
When an Operator logs into the app, the QR code and login code need to be used at each time.
On the Katana manufacturing ERP account, you can print the QR Code on the next screen to save it for future logins. We recommend printing out or saving the QR Code as an image and sharing it with an Operator. The Operator needs to have it readily available each time they log in to their account (e.g. place it next to the workstation or share the printout with the employee).
When setting up the account for the first time, you are shown the QR code and login code on the next screen on the mobile device. Click Continue to the app to finish the account setup.
The Operator account is now set up!
For logging in to the Operator account later, read more instructions.