Guest Dashboard

Please refer to our guide on How to Quickly Add Guest Users in Panoptyc for instructions on adding Guest Users.

What is the Guest Dashboard?

The Guest Dashboard is a simplified version of the Case Tracking Portal designed specifically for Guest Users.

It allows Guest Users to view cases and incidents shared with them from the locations where they have Guest access, without providing access to the full Panoptyc Case Tracking Portal.

How Can a Branch or Location User Access the Guest Dashboard?

The Guest Dashboard is available in the Panoptyc Application and can be accessed using the following link:

https://app.panoptyc.com/shared/guest-cases

This link can be shared with Branch and Location users who have Guest Dashboard access.

For Non-Canteen Users

• Branch users can opt in to allow their Guest Users to access the Guest Dashboard.
• Location users will receive the Guest Dashboard link via email from the Panoptyc team.
• Newly added Guest Users will receive an onboarding email with information about Guest Dashboard access.

How Do Guest Users Access the Guest Dashboard?

Step 1: Open the Guest Dashboard

Open the Guest Dashboard using the link provided by Panoptyc or your Branch:

https://app.panoptyc.com/shared/guest-cases

Step 2: Log In Using an OTP

Guest Users will be prompted to log in using a One-Time Password (OTP).

Enter the email address associated with your Guest User account to receive the OTP.

Step 3: Retrieve the OTP

Check the inbox for the email address associated with your account and locate the email containing your OTP code.

Enter the code to complete the login process.

Step 4: View Cases and Incidents

Once successfully logged in, Guest Users can view new cases and incidents for the locations they have access to.

Guest Users will only be able to see information that has been shared with them for their assigned locations.

Recommendation: The Guest Dashboard is not currently available from the main navigation menu in the Panoptyc Application. We recommend bookmarking or saving the Guest Dashboard link for quick and easy access in the future.

Weekly Guest Dashboard Notifications

Guest Users can receive a weekly notification email every Monday summarizing new cases and incidents that were shared with their Guest Dashboard during the previous week.

Weekly Notification Timeframe

The weekly summary covers incidents shared from:

Monday at 12:01 AM through Sunday at 11:59 PM EST

When Will I Receive an Email?

• A weekly notification is sent when new cases or incidents have been shared with the Guest User during the previous week.
• If no new incidents were shared with the Guest Dashboard during that timeframe, no weekly notification email will be sent.
• Weekly Guest Dashboard notifications are enabled based on the Branch's Guest Dashboard settings.