Setting Up Customer Portal - Revision history

Jgullickson at 19:12, 15 August 2022

2022-08-15T19:12:07Z

Jgullickson: Jgullickson moved page Setting Up Follow-On Tracking™ to Setting Up Customer Portal: Rebranding Follow-On Tracking™

2022-08-15T19:09:42Z

Jgullickson moved page Setting Up Follow-On Tracking™ to Setting Up Customer Portal: Rebranding Follow-On Tracking™

Jwolbert: /* Android/iOS Setup */

2015-10-28T18:46:10Z

Android/iOS Setup

Jwolbert: /* Adding Follow-On Users */

2015-10-28T18:42:02Z

Adding Follow-On Users

Jwolbert: /* Create a Follow-On Tracker Mobile Role */

2015-10-28T18:36:08Z

Create a Follow-On Tracker Mobile Role

Eschurdak: /* Android/iOS Setup= */

2015-03-17T15:11:22Z

Android/iOS Setup=

Eschurdak at 15:08, 17 March 2015

2015-03-17T15:08:28Z

Eschurdak at 14:44, 17 March 2015

2015-03-17T14:44:02Z

Eschurdak at 14:31, 17 March 2015

2015-03-17T14:31:12Z

Eschurdak at 20:34, 16 March 2015

2015-03-16T20:34:59Z

@@ Line 1: / Line 1: @@
-=Create a Follow-On Tracker Mobile Role=
+'''Customer Portal was formerly known as Follow-On Tracking'''
 '''Note:''' This step is only required if the customers will be using their own devices to track assets among their own locations.
@@ Line 22: / Line 24: @@
 *Add another action if you need to, or click on '''Save This Role''' to save the mobile role
-=Setup a Customer to be a Follow-On Customer=
+=Setup a Customer to be a Customer Portal Account=
-*Navigate to the customer you want to make a Follow-On customer by:
+*Navigate to the customer you want to make a Customer Portal customer by:
 **Typing their name or customer number in the '''Customer Quick Search''' box
 **Using the '''Customer List''' page to find the customer
@@ Line 31: / Line 33: @@
 *Follow the step-by-step instructions on the website to finish enabling Follow-On Tracking for the customer
-==Adding Follow-On Users==
+==Adding Customer Portal Users==
 *On the '''Customer Detail View''' page, click on '''Add New User''' on the far right-hand side of the page in the'''Customer Users''' box.
@@ Line 55: / Line 57: @@
 ==Adding Departments==
-For Follow-On Trackers, departments are the locations that the Follow-On users can move assets between. If the customer already has child accounts under a parent account, these will become the Follow-On Tracking departments. To add additional departments:
+For Customer Portal Trackers, departments are the locations that the Customer Portal users can move assets between. If the customer already has child accounts under a parent account, these will become the Customer Portal departments. To add additional departments:
 *Click on '''Add Dept''' in the upper right-hand side on the '''Customer Detail View''' page

← Older revision		Revision as of 18:46, 28 October 2015
Line 77:		Line 77:
	==Android/iOS Setup==		==Android/iOS Setup==

−	Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store. If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.	+	Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store.
		+
		+	See our [[Smartphone_App\|Smartphone App]] page for instruction on how to download and install the app for both Android and iOS devices.
		+
		+	If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.

@@ Line 33: / Line 33: @@
 ==Adding Follow-On Users==
-*On the '''Customer Detail View''' page, click on '''Add New User''' on the far right-hand side of the page
+*On the '''Customer Detail View''' page, click on '''Add New User''' on the far right-hand side of the page in the'''Customer Users''' box.
-*Enter the customer user name and other information
+*Enter the customer user name and other information requested
 *In the '''Access''' section, grant the customer user the access they should have:
 **'''Website:''' allows the user to access the TrackAbout website for departments they have permissions to
@@ Line 40: / Line 40: @@
 **'''TAMobile Rugged:''' this will appear if the customer has been set up as a Follow-On Tracker (as opposed to a Follow-On Viewer)
 ***If mobile passwords are required for your internal users, you will also need to add a mobile password for the customer users
-**'''TAMobile Desktop:''' if you have purchased TAMobile Desktop access, you can allow customer users to use it as well
+**'''TAMobile Desktop:''' if you have purchased [[TAMobile_Desktop|TAMobile Desktop]] access, you can allow customer users to use it as well
-**'''TAMobile Android/iOS:''' if you have purchased TAMobile Android/iOS access, you can allow customer users to use it as well
+**'''TAMobile Android/iOS:''' if you have purchased [[Smartphone_App|TAMobile Android/iOS]] access, you can allow customer users to use it as well
 ***A login name and password or email address is required for this
 *In the '''Roles and Permissions''' section, choose the appropriate settings for the user:
@@ Line 47: / Line 47: @@
 ***'''Follow-On Admin:''' can manage their own locations and users, as well as view asset data
 ***'''Follow-On User:''' can view asset data, but cannot manage locations and users
-***Follow On user roles and permissions can be managed via the '''User Access Control''' page
+***Follow On user roles and permissions can be managed via the '''[[User_Access_Control|User Access Control]]''' page
 **'''Department:''' click on '''Edit Department Permissions''' to give the user access to their departments. You must complete this step, otherwise the user will not be able to see any asset data.
 **'''TAMobile Rugged and TAMobile Desktop:''' if the user was granted TAMobile Rugged access and a Mobile Role was set up for Follow-On Tracker users for rugged devices, choose the role you want to give the user access to here

@@ Line 17: / Line 17: @@
 *Click '''Add an Action''' to add a button to the screen
 **Follow-On Tracker users can have two different actions: Customer Move Asset and Record Volume/Weight
-**Choose the action you want to add to the role
+**Choose the action(s) you want to add to the role
 **Enter a user-friendly name for the action in the "Show on Device as" section
 **Click '''OK'''

← Older revision		Revision as of 15:11, 17 March 2015
Line 75:		Line 75:


−	==Android/iOS Setup===	+	==Android/iOS Setup==

	Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store. If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.		Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store. If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.

← Older revision		Revision as of 15:08, 17 March 2015
Line 62:		Line 62:
	*In the '''Follow-On Name''', enter the department name that the customer will call the department		*In the '''Follow-On Name''', enter the department name that the customer will call the department
	*Click Save to finish adding the department		*Click Save to finish adding the department
		+
		+	==Rugged Device Setup==
		+
		+	If the customer will be using rugged devices to track their assets, you will need to set up the devices for them, as Follow-On users do not have the ability to download the TAMobile 6 software.
		+
		+	*Begin by downloading the TAMobile 6 software from the '''Software Downloads''' page
		+	**This is the same software used on your internal devices
		+	*Follow the installation steps
		+	*When the '''Edit Mobile Unit''' page appears after the device authorization, set '''This mobile unit is used by''' to Customer Users
		+	*Choose the customer that the device belongs to
		+	*Click '''Save''' to finish setting up the device
		+
		+
		+	==Android/iOS Setup===
		+
		+	Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store. If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.

← Older revision		Revision as of 14:44, 17 March 2015
Line 52:		Line 52:
	**'''TAMobile Android/iOS:''' if the user was granted TAMobile Android/iOS access, and a Mobile Role was set up for Follow-On Tracker users for Android/iOS devices, choose the role you want to give the user access to here		**'''TAMobile Android/iOS:''' if the user was granted TAMobile Android/iOS access, and a Mobile Role was set up for Follow-On Tracker users for Android/iOS devices, choose the role you want to give the user access to here
	*Click '''Save''' to finish adding the user		*Click '''Save''' to finish adding the user
		+
		+	==Adding Departments==
		+
		+	For Follow-On Trackers, departments are the locations that the Follow-On users can move assets between. If the customer already has child accounts under a parent account, these will become the Follow-On Tracking departments. To add additional departments:
		+
		+	*Click on '''Add Dept''' in the upper right-hand side on the '''Customer Detail View''' page
		+	*Enter the department information as you would for adding a new customer
		+	*In the '''Follow-On ID''', enter the department ID that the customer will use to identify the department
		+	*In the '''Follow-On Name''', enter the department name that the customer will call the department
		+	*Click Save to finish adding the department

@@ Line 44: / Line 44: @@
 ***A login name and password or email address is required for this
 *In the '''Roles and Permissions''' section, choose the appropriate settings for the user:
-**'''Website:''' if the user was granted website access, choose the
+**'''Website:''' if the user was granted website access, choose the appropriate website role: