User manual

management portal

Manage your organization's incidents from the browser: assign work, post announcements, manage users and analyse with reports.

For managers and administrators · Español · Català · English

01 What the portal is

The portal is the web tool to manage your organization's whole incident operation: triage, assignment to teams, follow-up, communication with users and performance reports.

It's designed for management roles:

Manager Company administrator

Field users (reporters, technicians and providers) work from the mobile app. The portal is the control centre.

02 Access & navigation

Sign in

  1. Open the portal in your browser.
  2. Enter your email and password and click Sign in.
Portal sign-in screen

The side menu

All navigation is in the left bar, grouped into sections:

dashboard

Overview in KPIs.

incidents

List and management.

communications

Announcements to users.

master data

Categories, teams, contacts.

administration

Company, users, plan, storage.

reports

Operations, trends, map…

Top right you have the language selector and the theme toggle (light/dark). You can collapse the side menu to gain space.

03 Dashboard

The home screen summarizes your operation's status at a glance:

With the period selector (7 / 30 / 90 days or a custom range) you adjust the calculation window.

04 Incidents

The list

A table with all the company's incidents. You can:

Your filters are kept

If you open an incident and go back to the list, the filters, search and sort you had are kept. Reloading the page (F5) starts fresh.

List with filter panel

Incident detail

When you open an incident you'll see its data in tabs:

Statuses & actions

Depending on the status you can assign, resolve, close, reject (with a reason), reopen or cancel the incident.

Create an incident

  1. Click New incident.
  2. Fill in title, description, category/subcategory and priority.
  3. Set the location: type an address and click Search, or click on the map to place the point.
  4. Save. You can then assign it to a team.

Delete cancelled incidents

A cancelled incident can be permanently deleted (with its attachments and history). Two ways: one by one from the list, or all at once from Administration → Storage → Maintenance.

Permanent deletion can't be undone. Other statuses (closed, rejected) are kept for traceability.

05 Communications

From Communications → Announcements you publish messages that reach users (in the app, in their Announcements tab, and as a push notification).

  1. Create an announcement with its title and message.
  2. Choose the recipient: the whole company, a role, a team or a user.
  3. Set the validity and publish it.

06 Master data

Categories and subcategories

Define the categories used to classify incidents and, within each, their subcategories. You can enable or disable them.

Teams

Create work teams and assign their members. Incidents are assigned to teams.

Contacts

Maintain the contacts directory users see in the app, including the emergencies group.

07 Administration

Company data

Name, logo, brand colour and your organization's details. The logo and colour are also used in reports and exports.

Users

The company access code (format AAA-9999) is what your users enter in the app to join the organization.

Plan & usage

Check your contracted plan and your usage against its limits (users, storage, incidents…).

Storage

Maintenance

At the bottom of the page there's a Maintenance section with the option to delete all cancelled incidents in the company at once. It shows how many there are and asks for a double confirmation.

This clean-up permanently deletes cancelled incidents with all their attachments. Use it with care.

08 Reports

The Reports section brings together the analysis of your operation. Most let you choose the period.

operations

MTTR, MTTA and SLA by priority, with the period's breaches.

trends

12 months, day×hour heat map and year-over-year comparison.

map

Geographic incident heat map.

people

Productivity by technicians and providers.

hours worked

Hours by user, incident, team or category.

annual report

Executive report for a year, exportable to PDF.

Incident heat map

The Map report shows the geographic distribution of incidents: hotter areas concentrate more incidents, which helps to spot problem zones and take action.

Only incidents with coordinates appear on the map. Those created from mobile include GPS; in the portal you can set the location when creating or editing.

Incident heat map report

09 Language & theme

From the top bar you can change the language (Español, Català, English) and toggle the light/dark theme. Your preference is remembered across sessions.

10 FAQ

How do I add a new user?

In Administration → Users. The user joins from the app with the company access code, and you assign their role.

Why isn't an incident on the heat map?

Because it has no coordinates. Edit it and set its location, or create it with a location from the start.

Can I recover a permanently deleted incident?

No. Permanent deletion (of cancelled incidents) is irreversible.

Who gets an announcement's notifications?

The recipients you choose when publishing it (the whole company, a role, a team or a user), in their app and via push.


Looking for the field users' guide? See the mobile app manual.