Users - Revision history

Jgreco: added disable user

2022-10-18T19:35:14Z

added disable user

2022-06-16T19:14:25Z

bulk load users 332 updates

2018-11-16T17:27:08Z

Bulk Load Users

2018-11-16T17:26:38Z

Bulk Load Users

2018-11-16T17:23:35Z

Add New Users

2018-11-16T17:22:30Z

Add New Users

2018-11-16T17:20:50Z

Add New Users

2018-11-16T16:52:41Z

View Users

2018-02-13T16:15:41Z

View Users

2016-12-07T21:01:46Z

Add New Users

@@ Line 44: / Line 44: @@
 * Select what mobile roles the user should have
 * Click Save New User.
 ==Bulk Load Users==
@@ Line 49: / Line 82: @@
 Bulk Load Users (Jump To: Bulk Load Users) lets you add and make changes to internal users in batches instead of one at a time using a specially formatted Excel workbook.  Note that this tool creates users, it is not a tool for editing existing users.
-[[File:BulkUser.jpg|200px|right]]
+[[File:BulkUser.jpg|alt=|518x518px]]
 *Go to the Bulk Load Users page:
 **Use the Jump To box to type in Bulk Load Users

@@ Line 47: / Line 47: @@
 ==Bulk Load Users==
-Instead of entering users one by one, you have the option to bulk load new users. Note that this tool creates users, it is not a tool for editing existing users. [[File:BulkUser.jpg|200px|right]]
+Bulk Load Users (Jump To: Bulk Load Users) lets you add and make changes to internal users in batches instead of one at a time using a specially formatted Excel workbook.  Note that this tool creates users, it is not a tool for editing existing users.
 *Go to the Bulk Load Users page:
 **Use the Jump To box to type in Bulk Load Users
 **Click on TrackAbout Config > Bulk Load Users
-*Step 1 - Download the excel workbook.
 **This will give you a formatted template to complete with your user data.
 **You must use this workbook for your updates.
 **There are special rules and logic built into ensure you’re loading good data.
-*Step 2 - Fill in the excel template with your user information
+*Step 3 - Fill in the excel template with your user information
-*Step 3 - Click Choose File and navigate to your newly saved file
+*Step 4 - Click Choose File and navigate to your newly saved file
-*Step 4 - Click Import.  TrackAbout will analyze and load your data
+*Step 5 - Click Import.  TrackAbout will analyze and load your data

@@ Line 47: / Line 47: @@
 ==Bulk Load Users==
-Instead of entering users one by one, you have the option to bulk load new users. Note that this tool creates users, it is not a tool for editing existing users.
+Instead of entering users one by one, you have the option to bulk load new users. Note that this tool creates users, it is not a tool for editing existing users. [[File:BulkUser.jpg|200px|right]]
-*Go to the Bulk Load Users page: [[File:BulkUser.jpg|200px|right]]
+*Go to the Bulk Load Users page:
 **Use the Jump To box to type in Bulk Load Users
 **Click on TrackAbout Config > Bulk Load Users

@@ Line 49: / Line 49: @@
 Instead of entering users one by one, you have the option to bulk load new users. Note that this tool creates users, it is not a tool for editing existing users.
-*Go to the Bulk Load Users page:
+*Go to the Bulk Load Users page: [[File:BulkUser.jpg|200px|right]]
 **Use the Jump To box to type in Bulk Load Users
 **Click on TrackAbout Config > Bulk Load Users

@@ Line 29: / Line 29: @@
 *What kind of access the user should have:
-**Website [[File:NewUser.jpg|600px|right]]
+**Website [[File:NewUser.jpg|400px|right]]
 **TAMobile Rugged
 **TAMobile Desktop

@@ Line 16: / Line 16: @@
 === Add New Users ===
-[[File:Users2.png|800px|right]]
+[[File:AddUser.png|900px|right]]
 Go to the Internal Users page
@@ Line 26: / Line 26: @@
 * Enter User Information
-[[File:Users31.png|600px|right]]
+[[File:NewUser.jpg|600px|right]]
 **First Name, Last Name and Location are required

@@ Line 4: / Line 4: @@
 === View Users ===
-[[File:Users1.png|150px|right]]
+[[File:View Users.png|400px|right]]
 * Go to the Internal Users page
 * Type “Internal Users” in the Jump To box

@@ Line 9: / Line 9: @@
 * Use the menu bar and click TrackAbout Config > Internal Users
 * On this page, you can see a list of all the users that are currently in TrackAbout, along with their basic permissions
-* You can also Add, Edit or Delete users from this page<br />
+* You can also Add, Edit or Delete users from this page
+** Users which have been deleted are still present in the database. However, there is not a way to see them from the website.
 === Add New Users ===

@@ Line 26: / Line 26: @@
 **First Name, Last Name and Location are required
-* Choose whether or not they have Mobile Unit Access (TAMobile Rugged)
+*What kind of access the user should have:
+**Website
-* Choose the Mobile Role the user will have access to
+**TAMobile Rugged
+**TAMobile Desktop
-* Choose whether or not they have Web Access
+**TAMobile Android/iOS
 * If the user has an email address:
+** Enter the email address in the box
-* Enter the email address in the box
+** Leave the Welcome Email box checked
 * If the  user does not have an email address:
+** Enter a Login Username in the box
-* Enter a Login Username in the box
+** Enter and confirm a password for the user
 * Specify whether the user has access to all locations or only specific locations
+**Note: you must set up specific roles for location-restricted users
 * Select what website roles the user should have
+* Select what mobile roles the user should have
 * Click Save New User.