{"id":3786,"date":"2019-08-13T16:54:19","date_gmt":"2019-08-13T16:54:19","guid":{"rendered":"https:\/\/www.otiss.co.uk\/support\/?page_id=3786"},"modified":"2023-04-05T15:32:50","modified_gmt":"2023-04-05T15:32:50","slug":"which-account-type-do-i-need","status":"publish","type":"page","link":"https:\/\/www.otiss.co.uk\/support\/which-account-type-do-i-need\/","title":{"rendered":"Which Account Type do I need?"},"content":{"rendered":"\n<p>When you register with OTISS you must select which type of account suits your needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Arboricultural Consultants and Surveyors<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Register as an <strong>Arboricultural Consultant<\/strong> if you manage tree stock and\/or carry out <strong>BS5837<\/strong> or <strong>tree safety<\/strong> surveys for multiple clients.<\/li>\n\n\n\n<li>For each client that you register, an &#8216;estate&#8217; is created within the OTISS database. You can then create the sites, surveys and trees required to manage the tree stock on this estate.<\/li>\n\n\n\n<li>If required. you can also create a <strong>login account for your client<\/strong>. They can then login to OTISS to view the trees, maps and data that you have collected on their behalf. An extra annual subscription is required for each client access.<\/li>\n\n\n\n<li>If you work with other consultants, then each one should register with OTISS as a &#8216;Consultant&#8217; account. On the Clients-&gt;Access web page, you can grant them access to your client-estates by typing in their login\/email address and selecting which level of access they require; e.g. as a &#8216;manager&#8217; or just doing specific surveys.<\/li>\n\n\n\n<li><em>Depending on what features you need, we can tailor the account later &#8211; but always start off with the Arb Consultant free trial.<\/em><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Arboricultural Student<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Register as an <strong>Arboricultural Student <\/strong>if you are currently doing an arboricultural course and would like to use OTISS for your projects and assignments.<\/li>\n\n\n\n<li>An &#8216;estate&#8217; is created within the OTISS database. You can then create a number of sites, surveys and trees &#8211; as required for projects and learning.<\/li>\n\n\n\n<li>Your course supervisor can be givwn access to your surveys so that they can help and view your work..<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Estate Manager<\/strong> or Owner<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Register as an <strong>Estate Owner<\/strong>\n if you own, occupy or are responsible for land with trees or field \nassets (park &amp; street furniture, etc). This account will be the main\n administrative account for the estate.<\/li>\n\n\n\n<li>Your \u2018<strong>estate<\/strong>\u2018\n is created within the OTISS database and you can then create the sites,\n tree safety surveys (for managing your tree stock) and furniture \nsurveys (for managing the gates, fences, signs and other assets and \ninfrastructure on the estate).<\/li>\n\n\n\n<li>If you have <strong>staff<\/strong> that also need to use OTISS, then you can register a \u2018<strong>User<\/strong>\u2018\n account for each one and assign them a role in managing the estate \n(e.g. Viewer, Surveyor, Manager, Administrator, etc.). An extra annual \nsubscription is required for each additional user.<\/li>\n\n\n\n<li>If you work with <strong>arboricultural consultants<\/strong>, then they should register for a separate \u2018Consultant\u2019 account. You can grant them access to help you manage the estate.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>National Trail &amp; Footpath Manager<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Register as an <strong>Estate Manager <\/strong>if\n you own, occupy or are responsible for a National Trail or a network of\n footpaths. This account will be the main administrative account for the\n trails.<\/li>\n\n\n\n<li>An OTISS \u2018<strong>estate<\/strong>\u2018 is created within \nthe OTISS database and you can then create the trail sections\/sites, \ninfrastructure &amp; path issue surveys (for managing the gates, fences,\n signs, etc),&nbsp; tree safety surveys (for managing your tree stock).<\/li>\n\n\n\n<li>For each member of <strong>staff<\/strong> that also needs to use OTISS, you register a \u2018<strong>User<\/strong>\u2018 account and assign them a role in managing the estate (e.g. Viewer, Surveyor, Manager, Administrator, etc.).<\/li>\n\n\n\n<li>For each <strong>volunteer<\/strong> that will help with the surveys, you can register a \u2018<strong>User<\/strong>\u2018 account and assign them the role of \u2018Surveyor\u2019.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Estate Users and Client Access<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Estate Managers and Arboricultural Consultants can pay for extra subscriptions to allow their staff and\/or clients to access a specified estate.<\/li>\n\n\n\n<li>They can register a \u2018<strong>Estate User<\/strong>\u2018 account for each one and assign them a role in managing the estate  (e.g. Viewer, Surveyor, Manager, Administrator, etc.). An extra annual subscription is required for each additional user.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When you register with OTISS you must select which type of account suits your needs. Arboricultural Consultants and Surveyors Arboricultural Student Estate Manager or Owner National Trail &amp; Footpath Manager Estate Users and Client Access<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"jetpack_post_was_ever_published":false,"footnotes":""},"class_list":["post-3786","page","type-page","status-publish","hentry","entry"],"jetpack_shortlink":"https:\/\/wp.me\/PaoYpC-Z4","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/pages\/3786","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/comments?post=3786"}],"version-history":[{"count":5,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/pages\/3786\/revisions"}],"predecessor-version":[{"id":5325,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/pages\/3786\/revisions\/5325"}],"wp:attachment":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/media?parent=3786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}