Dashboard (App) Installation Instructions

Printable Instructions for Staff, Owners, and Vendors

From the Administration area Setup --> Staff click the mobile icon to the right of the desired Staff record to send the welcome email and text; or ask your manager to do this. 

You will receive an email from Operto Teams with a link to your dashboard. Open the email on the device you wish to use.

iPhone Installation

  1. Copy the link, open the Safari browser and paste the link in the address bar. 
  2. Without clicking any links, use the screenshots below to add the Operto Teams app
    1. Tap the box with the up arrow icon at the bottom of the browser window.
    2. Find and tap the Add to Home Screen option (slide icons to left if Add to Homescreen option does not appear. The Add to Home Screen option is sometimes located in a vertical scroll view).
    3. In the Add to Home Screen window, click Add located in the upper right area.
  3. Press the iPhone Home Button.
  4. Find and tap the Operto Teams icon to ensure the dashboard loads correctly.
  5. Allow Camera access on the iPhone for reporting issues with images. Go to Settings; Safari; Allow Camera Access. 
  6. Additional iPhone camera setting for reporting issues with images. Go to Settings; Photos; scroll down to Transfer to Mac or PC; choose Automatic instead of Keep Original.

Note: If Add to Home Screen is not showing as an option you may not be in the correct Safari browser version. In this case, copy the link, open Safari, and paste the link into the address bar.

iPhone - iOS

Android Installation

  1. Click or copy the link to open the Operto Teams app in Chrome.
  2. Follow these instructions on the first screen (don't click around).
  3. Use the screenshots below to find and tap the Add to home screen link.   
    1. Click on the Overflow Menu (Ellipsis).
    2. Click Add to Home Screen
    3. Click Add.
  4. Press the Android Home Button.
  5. Find and tap the Operto Teams icon to ensure the dashboard loads correctly.  



If you receive an error - in most cases, it is because the installation was not done by the very first screen, and incorrect cookies have been set into your phone.

  1. Remove the home screen link from your mobile device altogether.
  2. Close all browser windows.
  3. Reboot your mobile device.
  4. Reinstall your link using the above instructions making sure to add the link from the very first screen to ensure the URL includes the correct variables.
Example of URL with variables