Internal Users - Revision history

Jgreco: Initial proofread pass - docs

2021-12-01T18:20:12Z

Initial proofread pass - docs

Jgullickson: /* Disable a User */

2021-11-10T20:23:33Z

Disable a User

Jgreco at 19:50, 10 November 2021

2021-11-10T19:50:19Z

Jgreco: /* Disabling a User */

2021-11-10T19:46:42Z

Disabling a User

Jgreco at 19:45, 10 November 2021

2021-11-10T19:45:21Z

Jwolowicz at 17:35, 17 June 2019

2019-06-17T17:35:32Z

Jgullickson: /* Reset Passwords */

2017-12-29T17:45:08Z

Reset Passwords

Eschurdak at 13:22, 5 December 2017

2017-12-05T13:22:40Z

Eschurdak at 18:44, 6 November 2017

2017-11-06T18:44:14Z

Eschurdak at 20:02, 4 October 2017

2017-10-04T20:02:00Z

@@ Line 10: / Line 10: @@
 <!--T:2-->
-'''NOTE:''' The Internal Users page will vary slightly depending on specific client configurations.  If you see information contained in these pages that are of use to you but not currently available through your site, please contact TrackAbout Support.
+'''NOTE:''' The Internal Users page will vary slightly depending on specific client configurations. If you see information contained in these pages that are of use to you but not currently available through your site, please contact TrackAbout Support.
 ==How it Works== <!--T:3-->
 {{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}}
-Navigate to the Internal Users page through the QuickSearch box in the top left corner of the website or through the Menu under '''TrackAbout Config''':
+Navigate to the Internal Users page through the QuickSearch box in the top left corner of the website or through the Menu under '''TrackAbout Config'''.
 <!--T:4-->
@@ Line 20: / Line 20: @@
 <!--T:5-->
-The Internal Users page will display any existing user profiles and include various pieces of information about those accounts.  Each row displaying a user profile will have links to '''Edit'''  the profile or '''Delete''' the profile.  <br>
+The Internal Users page displays any existing user profiles and includes various pieces of information about those accounts. Each row displaying a user profile has links to '''Edit''' the profile or '''Delete''' the profile. <br>
 The Last Login Date on this page will show the last time the user logged in to the website or into the smartphone app. It does not reflect the last time the user logged in to the TAM6 app.
@@ Line 38: / Line 38: @@
 #Users must be given both a first and last name and assigned to an internal location.
 #Choose a home location.
-#Accounting ID.  This field is optional and can be used for those clients who assign accounting numbers to their personnel.
+#Accounting ID. This field is optional and can be used for those clients who assign accounting numbers to their personnel.
-#If your TrackAbout instance requires multiple languages, this needs to be set up through TrackAbout Support.  Once this is done, a drop down will be available through the User Profile:
+#If your TrackAbout instance requires multiple languages, this needs to be set up through TrackAbout Support. Once this is done, a drop down will be available through the User Profile.
 <!--T:11-->
 [[File:New Internal User Language.png|500px]]
-==Mobile Unit and Web Access ==  <!--T:12-->
+==Mobile Unit and Web Access == <!--T:12-->
-Next, you need to decide to which platforms the user should have access (access levels/roles are assigned later). The options are:
+Next, you need to decide which platforms the user has access to (access levels/roles are assigned later). The options are:
 <!--T:13-->
 * Website
-* TrackAbout Rugged - this gives the user access to sign in to Windows mobile rugged devices using TrackAbout
+* TrackAbout Rugged - This gives the user access to sign in to Windows mobile rugged devices using TrackAbout.
-* TAMobile Desktop - this is a desktop (Windows) version of the rugged software
+* TAMobile Desktop - This is a desktop (Windows) version of the rugged software.
-* TAMobile Android/iOS - smartphone/tablet application
+* TAMobile Android/iOS - Smartphone/tablet application.
 <!--T:14-->
@@ Line 71: / Line 71: @@
 <!--T:19-->
 If the user has already been assigned a mobile password, you will see a note next to the password box. If the note is not present, you will have to enter a mobile password for the user before being able to save your changes.
 <!--T:20-->
@@ Line 90: / Line 92: @@
 If you have purchased the Truck Load Module, you will need to set up your drivers as truck drivers here.
 * Check the box next to "This user is a truck driver whose deliveries are verified using the Load/Unload Truck feature."
-* If you are using the smartphone app and the [[Proof_of_Delivery_(Paperless_Delivery) | Proof of Delivery module]], choose the truck that the user will be using most often
+* If you are using the smartphone app and the [[Proof_of_Delivery_(Paperless_Delivery) | Proof of Delivery module]], choose the truck that the user will be using most often.
 See the [[Truck_Load_Unload_and_Reconciliation | Truck Load]] page for more information about this module.
@@ Line 99: / Line 101: @@
 <!--T:28-->
-User functionality can be limited to selected locations. If a user is limited in this manner, s/he is known as a location-restricted user. A location-restricted user can only see assets which are in the location(s) to which s/he has been given access, including assets at customers to whose servicing location the user has access.
+User functionality can be limited to selected locations. If a user is limited in this manner, they are known as a location-restricted user. A location-restricted user can only see assets which are in the location(s) they have been given access to, including assets at customers to whose servicing location the user has access.
 === Set up and Configuration === <!--T:29-->
 <!--T:30-->
-Before Internal User accounts can be restricted to specific locations, there should be a Role set up via User Access Control for Location Restricted Users.  Review the [[User_Access_Control]] page for information about how to set up the role.
+Before Internal User accounts can be restricted to specific locations, there should be a Role set up via User Access Control for Location Restricted Users. Review the [[User_Access_Control]] page for information about how to set up the role.
 <!--T:31-->
-Once a Location Restricted User role is in place, clients can assign Internal User accounts to specific locations.  This is done through editing individual accounts through the '''Roles and Permissions''' section of the Edit Internal Users page.
+Once a Location Restricted User role is in place, clients can assign Internal User accounts to specific locations. This is done through editing individual accounts through the '''Roles and Permissions''' section of the Edit Internal Users page.
 <!--T:32-->
 When you select '''Specific Locations''' under '''Authorized Locations''', the new Location Specific Role will appear under the '''Roles and Permissions''' section.
 <!--T:33-->
@@ Line 140: / Line 142: @@
 <!--T:37-->
-Use the page's detailed instructions for formatting and loading your data.  This brief video will also give you an overview of how the page works.
+Use the page's detailed instructions for formatting and loading your data. This brief video will also give you an overview of how the page works.
 =Reset Passwords=
@@ Line 161: / Line 163: @@
 <br>
 <br>
-On the ''Internal Users'' page, find the user you want to deactivate and click [EDIT].  This opens the ''Edit Internal User'' page. <br>
+On the ''Internal Users'' page, find the user you want to deactivate and click [EDIT]. This opens the ''Edit Internal User'' page. <br>
 <br>
 [[File:Disable User 2.jpg]]<br />
@@ Line 171: / Line 173: @@
 [[File:Disable User 4.jpg]]<br />
 <br />
-When you return to the ''Internal Users'' page, the user account’s entry will no longer be listed. To see it, and any other disabled accounts, click [SHOW DISABLED USERS] at the top of the page. <br />
+When you return to the ''Internal Users'' page, the user account’s entry will no longer be listed. To see it, and any other disabled accounts, click [SHOW DISABLED USERS] at the top of the page to display them in the Internal Users list. <br />
 <br />
 [[File:Disable User 5.jpg]]<br />
 =Keywords= <!--T:38-->
-Internal Users, User Set Up, Adding New User, Edit User
+Internal Users, User Set Up, Adding New User, Edit User, Disable User, Delete User
 </translate>

@@ Line 150: / Line 150: @@
 =Disable a User=
-Disabling deactivates a user’s account, removing the ability to login to or use TrackAbout on the web or through a device by turning its Access rights off. <br />
+Disabling deactivates a user’s account, removing the ability to login to or use TrackAbout on the web or through a device by turning its Access rights off. <br>
 We recommend disabling an account instead of deleting it. Disabled accounts remain in the system for historical purposes – they just can’t be used to do anything, or even login. They can be re-activated at any time simply by turning their Access rights back on. <br />
 <br />
-''To deactivate a user account:'' <br />
+''To deactivate a user account:'' <br>
-<br />
+<br>
 Navigate to TRACKABOUT CONFIG > INTERNAL USERS, or type “Internal Users” into the ''Jump To'' box and hit [ENTER]. <br />
-<br />
+<br>
-[[File:Disable User 1.jpg|center]]<br />
+[[File:Disable User 1.jpg]]
-<br />
+<br>
-On the ''Internal Users'' page, find the user you want to deactivate and click [EDIT].  This opens the ''Edit Internal User'' page. <br />
+<br>
-<br />
+On the ''Internal Users'' page, find the user you want to deactivate and click [EDIT].  This opens the ''Edit Internal User'' page. <br>
-[[File:Disable User 2.jpg|center]]<br />
+<br>
 <br />
 In the ''Access'' section, deselect (uncheck) Website, TAMobile 6 Rugged, TAMobile 6 Desktop, and TAMobile 7. <br />
-[[File:Disable User 3.jpg|center]]<br />
+[[File:Disable User 3.jpg]]<br />
 <br />
 Click [SAVE CHANGES] at the bottom of the page. <br />
-[[File:Disable User 4.jpg|center]]<br />
+[[File:Disable User 4.jpg]]<br />
 <br />
 When you return to the ''Internal Users'' page, the user account’s entry will no longer be listed. To see it, and any other disabled accounts, click [SHOW DISABLED USERS] at the top of the page. <br />
 <br />
-[[File:Disable User 5.jpg|center]]<br />
+[[File:Disable User 5.jpg]]<br />
 =Keywords= <!--T:38-->
 Internal Users, User Set Up, Adding New User, Edit User
 </translate>

@@ Line 85: / Line 85: @@
 See [[Password Security]] for more information about configuring secure mobile and website passwords.
 ==Truck Driver Settings==
@@ Line 171: / Line 148: @@
 TrackAbout Support will not reset user passwords but will refer users to their local TrackAbout administrators for assistance.
 =Keywords= <!--T:38-->
 Internal Users, User Set Up, Adding New User, Edit User
 </translate>

@@ Line 99: / Line 99: @@
 <br />
 [[File:Disable User 2.jpg|center]]<br />
- <br />
+<br />
 In the ''Access'' section, deselect (uncheck) Website, TAMobile 6 Rugged, TAMobile 6 Desktop, and TAMobile 7. <br />
 [[File:Disable User 3.jpg|center]]<br />
- <br />
+<br />
 Click [SAVE CHANGES] at the bottom of the page. <br />
 [[File:Disable User 4.jpg|center]]<br />
- <br />
+<br />
 When you return to the ''Internal Users'' page, the user account’s entry will no longer be listed. To see it, and any other disabled accounts, click [SHOW DISABLED USERS] at the top of the page. <br />
 [[File:Disable User 5.jpg|center]]<br />
 ==Truck Driver Settings==

@@ Line 84: / Line 84: @@
 <!--T:23-->
 See [[Password Security]] for more information about configuring secure mobile and website passwords.
 ==Truck Driver Settings==

@@ Line 116: / Line 116: @@
 =Roles and Permissions= <!--T:24-->
 This section allows you to select the predefined levels of access you would like this user to have for the platforms selected above.
-[[File:InternalUserPermissions.jpg]]
+[[File:InternalUserPermissions.jpg|400px]]
 ==Website Roles==
 User access levels for viewing, adding, and changing data on the TrackAbout website are controlled by website roles. Website users that are not assigned any roles will still have a minimum and very restricted level of access within TrackAbout.