Mobile Roles

What Are Mobile Roles?

A typical mobile user needs to access only a handful of the actions available in the mobile software.

Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to use.

For instance you might make a "Driver" mobile role and the only funtions availible to this role are Deliveries and Customer Audits.

Create a Mobile Role

The fist step is to create a role

Create a Role

Go to the Mobile Roles page in the Mobile Units section of the site https://www.trackabout.com/clt/mobile/mobileRolesList.aspx

The first step is to create a role. Click on the "Add New Mobile Role" link as shown here:

Name the role and indicate whether this role is for internal users or Follow-On Tracking users.

• Internal Users: Your employees
• Follow-On Tracking Users: Your customers.

Follow-On Tracking is a module that allows end users (typically your customers) to see their tracking data. It is also possible to allow these Follow-On Tracking Users to make changes to the tracking data using the handheld computers. If you are using this feature, then you will need to create a Mobile Role for your Follow-On Tracking Users. This is only used when you give your customers their own handhelds.

Name the first menu screen

You are now looking at a mock-up of a menu screen that will be shown on the handheld computer. The first step is to name the first menu screen.

Click on the "Edit this screen title" link to name the menu screen.

Add action buttons to the menu screen

The eight green boxes are slots for buttons on this menu screen. Each button will start an action on the handheld computer.

You may add buttons in any of the eight slots availible.

The list of actions is dictated by the modules in use as well as other configuration settings.

Please contact support if you have any questions on your list of actions.

Be sure to click "Save This Role" after making any changes.

Create Additional Menu Screens for the Role

This is not always needed, but if more Menu Screens are wanted for a given Mobile Role, then click the "Add Another Menu Screen" button to add another menu screen.

Here a role is shown that now has two menu screens. The users on the handheld computers will see one screen at a time. The users will be able to easily move between these screens.

Assign Users to the Role

Once a role is created, the next step is to assign users to the role.

Click on the "Save and Assign Users" button at the bottom of the Manage Mobile Role page.

The next screen is used to assign users to this role (shown below)

The top of the page filters this list of Availible Users (the list of users on the right).

Below use the >> and << buttons to move users into and out of the role.

Be sure to click the "OK" button at the bottom of the page to save the changes to the users

Users can also be assigned to roles from the Edit Internal Users page. TrackAbout Config > Internal users