User Accounts & Profiles
How to create, update, and deactivate user profiles, including license expiry tracking and user profile special permissions.
Maintain Users View
How to search for a User
What inform0iton is required to search for a driver in each field?
Editing the Maintain Users View
Adding and removing coloumns from the Maintain Users landing page
User Profile/Edit User
'Add a new user' Form
Detail each field in the 'Add a new user' Form
How to edit existing users
Where to edit a user and what areas need to be updated simultaneously.
License Expiry Tracking and Alerts
How to update a license
Where and what is required for this to be updated
Alerts/Expired License
What happens after expiry and how much warning to users get?
Password Reset
How to reset a user's password
30 minute link once sent
Notifications = Y
Deactivating/Removing Users
How/when to lock a profile
Is Locked = Ticked
Profile Status's
Pending
Approved
Disabled
User Special Permissions
Explain Each Permission Use
FBT Exempt
Allow maintain vehicles
Allow User to Select Any Group
Allow change charge code
Allow maintain users
Allow reports
Allow Approve/Reject User Registration Requests
Allow Selecting Vehicle
Access Custom Dashboard