Now that you have connected to the OnStation Portal, lets review the tools at your disposal.
Related Articles:
Table Of Contents:
Sample Screen Layout
Note: If you are not assigned as a "Manager" you will have limited access within the portal. Managers will have access to all of the menu items included in the video below while "Non - Managers" will have access to the "Team" & "Project submission" options
When you first log into the OnStation Portal, on the Left-hand upper corner you will see your own name and email address. If you click on your name you can edit your own user account settings.
See demonstration in the video below:
You will also see a panel on the left- hand side and that you are defaulted to the Team menu. You will see a total license count in the far right hand side showing how many licenses are assigned vs total owned. You will also see a button option to "Buy Licenses".
BUY LICENSES
The Buy Licenses menu allows one to Buy Licenses right from the portal. For more information about this menu see article: Purchase Additional Licenses
To see more about our pricing and package offers, see our Pricing Page. You can also reach out to our sales team or request a call via our "Contact Us" page.
Left Hand Panel Info, Features and Menus
Starting at the top of the left hand panel you will see your Full User Name, Organization name, and email address associated to your account. Following that you will see the menus for each item that you can Manage.
Tip: The arrow next to your full name can be used to collapse the menu bar. All menus are still accessible via the icons but you now have more real estate for the right hand side of the menu. See the side by side compare below.
Team
The Team menu allows you to view, edit, add, remove user accounts and OnStation Managers for your Organization. To learn more about the tools available in this menu see the following articles:
- Adding Users
- Adding /Remove Managers
- Editing User Accounts via Portal
- View/Adjust User's License Status
Licenses
The Licenses menu will allow you to see current and previous licenses with status, assigned vs total summary, date of purchase, renewed, and expiration dates.
Sample Licensing Menu (some info redacted under License ID / Purchaser)
To learn more about licensing see the following article: License Menu. To see more about our pricing and package offers, see our Pricing Page. You can also reach out to our sales team or request a call via our "Contact Us" page.
Projects
The Projects Menu allows you to see OnStation Projects that have been associated to your organization. These may not necessarily be ones that you company submitted but ones that have been identified as being worked on by your organization. To see more on this menu see article: Add / Remove Projects to Your Organization
Clicking on the "View" Menu to the far right of a project will bring you to the Data Portal for that project. To learn more about navigating within the Data Portal see article: Accessing & Navigating within the Data Portal
Project Submissions
The Project Submissions menu allows you to submit new or revisions (change orders) for one or more projects. To learn more about the tools in this menu see article: Project Submissions Process
Groups
The Groups menu allows you to create User Groups for your organization. These can be used in the OnStation App by all of your users to share flags, chats, forms, and similar project data in the app. These groups can also be used when using the Project Submission Process to notify persons when projects are ready in OnStation. To learn more about creating user groups see article: Creating User Groups.
Tags
Using tags allows you to quickly search and find Flag & Chats of a particular type. Examples of tags include Punch List, RFI, Force Account, Test Location, and now endless other possibilities. To learn more about Tags see article: Adding/Removing Tags to Flags
Note: We also have the ability to add your project’s work item list so you can keep your notes and conversations organized per work item. To see more about Work List Items
Event Logs
The Event Logs provide the ability for an OnStation Manager to view activity that is occurring for users within their organization. For more information about using the Event Logs see article: Using the Event Logs
Help
Tapping on this "Help" Menu will bring you to our OnStation Knowledge Base site. Here you can search through a number of articles and topics as well as contact OnStation Support.
Launch App
Clicking the "Launch App" menu will bring you to the OnStation Web App if you are on a desktop/laptop. If you are on a mobile device it will bring you to your OnStation App.
Tip: to learn more about the OnStation Web App see article: Accessing the OnStation App via Web Browser
Logout
Clicking on the "Logout" menu will sign you out of the OnStation Portal.
Version
At the bottom left-hand corner of the screen you will see the OnStation Portal version. As changes are made to the Portal you will see this number change. In the event that you're not seeing something in the Portal working as expected, our Support team may ask you to locate this version number. They may ask you to Logout of the site and close all browsers to clear any cache data that may be preventing you from seeing the latest version.