Users and Contacts are the humans that do work in the application or receive notifications from the application.
To view a list of existing Users and Contacts, from the top menu bar click Resources then Users and Contacts; the form displays a list of current Users and Contacts.
New User
To create a new User or Contact, click New User and in the form displayed enter the required fields as indicated with an asterisk. Click OK to save changes.
| User Name | Name of the user – can be proper name or group name. This is a required field. |
| Email Address | Valid email address. This is a required field. |
| Role | Select appropriate Role – > Contact – can view the map, but not make any changes. > Read Only – can view but not edit or add data. > Supervisor – lower authority; can view and execute functions on the map, and maintain locations. > Manager – intermediate level of authority. > Planner – can create and manage plans, upload jobs, and optimize. > Tenant Admin – highest level of authority with full administrative control and ability to change data. > Disabled – former users whose access has been removed. |
| New Password | Password must contain at least 8 characters with one number, one uppercase letter, one lowercase letter, and one special character. |
| Admin Groups | Select one or more Admin Groups; users can be set up to manage specific Admin Groups. |
| Phone for Texting | User’s phone number; must be able to receive text messages. |
| Enable Video | Check box to allow GPS camera video access. |
| Send Release Notes | Check box to receive release notes by email; these are sent when updates are made to the system with enhancements or to fix issues. |
| Is Vehicle Tech | Check box to identify user as a vehicle technician. |
| Is Planner | Check box to identify user is a route planner or scheduler. |
| User Authorization | Selections control what the User can view, edit, add, or delete; default selections applied based on Role – tick or untick selection box to add or remove functionality. |
| Set Defaults |
Edit
To edit an existing User or Contact, click Edit in the Actions column on the row of the User or Contact. Click OK to save changes or Delete to delete the User or Contact.
User Authorization selections control what the User can view, edit, add, or delete. Default User Authorizations are applied to the User at initial setup based on their role and can be changed by editing the User.
Tick or untick the selection boxes to add or remove functionality.
