TOC
CH1: First Steps
CH2: Tracking Fleet Status
CH3: The Integrations Module
CH4: Fleet Settings
CH5: Reports
CH6: Routes
CH7: Students Database
Adding or Editing Users
Click on the Add button if you want to add a new User or click on an existing one (underlined) to edit its information.
When the User menu appears:
- Add new User ID, Name and Email or edit information of existing User.
- Enter Cell Number and check Email Alerts if required. Email Alerts will be received when system alerts are triggered.
- Select a Role from the drop-down menu.
- Add or edit Password and Confirm below. Passwords need 8 to 32 characters, and need to include at least 1 number, 1 letter and 1 special character. Notice that passwords are required fields when new Users are being added.
- Select a Restricted Group from the drop-down menu if access needs to be restricted to a Group, and check Restricted Login if applicable.
If administrators restricted to a specific Group create new users, these will also be restricted to the same Group. - Select Language if necessary.
- Click Save or Save and Close as required.
TIP: Required Fields
Notice that, when adding or editing entries in Fleet Settings, required fields are always preceded by red asterisks.
Adding or Editing Drivers
The Drivers menu lists the Drivers registered in the system.
Click on the Add button if you want to add a new Driver or click on an existing one (underlined in the list) to edit its information.
When the Driver menu appears:
- Add a Driver ID (required field when adding a new Driver) or edit the Description of the existing one.
- Enter a First Name and a Last Name (these are also required fields).
- Enter a Cell Number if necessary.
- Enter a Badge Number if desired.
- Click Save (or Cancel if you want to exit this menu).
Adding or Editing Groups
Users and Vehicles can be categorized into Groups, and some Users may have restricted access to specific Groups of Vehicles.
When administrators with access restricted to certain Groups create new Users, these will also be restricted to the same Groups.
This feature is especially useful when creating Sub
Fleets and assigning Vehicles and Users to them.
Click on the Add button if you want to add a new Group (or Sub Fleet), or click on an existing one (underlined in the list) to edit its information.
When the Group Menu appears:
- Add a new Group ID (required field when adding a new Group) or edit the Description of the existing one.
- Click Save (or click Cancel to exit menu).
