Mobile Roles

TrackAbout Feature
Feature Name:	Mobile Roles
In Module:	Core Tracking
Short Description	Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to use.
Available In:	TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS
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Overview

A typical mobile user needs to access only a handful of the actions available in the mobile software. Mobile Roles are used to define the mobile actions that users can perform.

Why do you need it

Every workforce has a diverse set of employees with different responsibilities. As a manager, you want to give your employees access to perform only the particular duties which they are assigned. This can be important for compliance to ensure that only users who are trained on a certain procedure have the ability to perform it.

How it Works

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.

Choose the type of devices this role will be used on:

• Rugged and Simulator: Choose this option if your devices are rugged, Windows-based devices, or if you are using the TAMobile desktop simulator
• Smartphone: Choose this options if you are using Android or iOS based devices

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 available.

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.

To remove an action from a role, click the red X.

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.

At this point you can choose what you want to do next:

• Save This Role: save without assigning any users to it
• Save And Assign Users: save the role and assign users to it
• Delete This Role: Completely remove the role from the system

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 Available 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

Managing Mobile Roles

Once a role has been created, there are three options on the List Mobile Roles page:

• Edit: (Click on the role name) change the properties of the mobile role
• Manage Users: add or remove users from the mobile role
• Clone: create an exact copy of the mobile role

Customizing it for You

Using the functionality as described above, mobile roles can be entirely customized for your needs. If you have any questions about mobile roles, please contact your TrackAbout Support Team

Notes

Users with Multiple Roles

• A user can be assigned multiple roles. The configured screens for each role will appear one after another on the mobile device.

Keywords

Role, List Mobile Roles, User Roles, Mobile Permissions, User Access, Mobile Application,