When the only way into a supplier portal or vendor dashboard is a login, your OpsRev teammate can now do that work in its own browser. You approve the logins, and you can take over whenever you want.
Plenty of the systems you depend on have no API and never will. If a person can do it in a browser, the teammate usually can too.
The teammate logs in, submits the reorder, and pulls last month's invoices so nobody has to click through the same screens every Monday.
Claim status and load tracking. If the only way in is a website, the teammate can use the website.
Warranty registrations and product lookups on manufacturer sites, filled in from the job record your team already keeps.
Some numbers are only on a vendor dashboard. The teammate goes and gets them, then brings them back to chat or a report.
One switch in the teammate's settings. There's no virtual desktop to set up. The teammate gets a browser for websites and keeps its usual workspace for files and everything else.
You decide which saved logins the teammate can use and for how long. Every approval has an expiry, and you can revoke it whenever you want.
Jump into the browser yourself when a step needs a person. The teammate pauses and waits until you tell it to resume.
Browser access can follow access to the teammate, so people who join later get it too. Or pick exactly who can use it.
A browser that can log into your vendors needs guardrails. These are built in, and you don't have to configure them.
Read about security and permissions →Your saved logins and browser sessions are yours. Teammates on the same agent don't see them or use them.
Each browser run has a time limit, and a browser that sits idle pauses on its own. Nothing stays open in the background all day.
You still ask the same teammate in the same chat. The browser is one more thing it can use when the work calls for it.
Login approvals and revocations are kept in a history, with who approved them and when they expire.
Tell us the site and the task. We'll tell you whether the teammate should use the browser, a direct connection, or leave it with your team.
Ivy
OpsRev assistant · online