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Difference between revisions of "Setting Up Follow-On Tracking"
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Even though the '''FOT''' module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module. | Even though the '''FOT''' module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module. | ||
| + | |||
| + | '''Important Note!''' Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer. <br> | ||
Steps: | Steps: | ||
| − | + | 1. When viewing a customer detail page, click on '''"EDIT"''' located in the '''"Customer Info"''' box toward the top middle of the Customer Profile page. | |
| − | |||
2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. | 2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. | ||
Check the box and click save. | Check the box and click save. | ||
| − | 3. Now you will be taken through three screens to configure the customer as as FOT customer. | + | [[File:Enabling FOT for a Customer.jpg| |left]] |
| − | + | <br><br><br><br><br><br><br><br><br><br><br> | |
| − | + | ||
| − | ''' | + | 3. Now you will be taken through three screens to configure the customer as as FOT customer. |
| + | |||
| + | 3.1 - Confirm Custom account conversion to FOT account | ||
| + | |||
| + | 3.2 - Enter Location Friendly name and time zone | ||
| + | |||
| + | 3.3 - Select the type of account: '''FOT Viewer''' or '''FOT Tracker'''. See picture below. If not sure, always select Viewer as a Tracker cannot be change back to viewer later on. | ||
| + | [[File:FOT_Customer_Account_Type.png| |left]] | ||
===3. Create FOT User Accounts === | ===3. Create FOT User Accounts === | ||
Revision as of 11:16, 24 September 2014
<< Back to Follow-On™_Tracking
Overview
NOTE: This page is being updated. We will continue to add information to this page to make it more useful.
The set up to allow your customers to being using Follow-On Tracking™ (FOT) can be completed in five easy steps.
1. "Turn-On" Follow-On Tracking™ (FOT)
Once you've purchased the FOT module, Trackabout Support Personnel will need to update your client configurations. This will allow you to have access to the FOT menu and components. This should be the only step that has to be completed by Trackabout Support. All other steps will be accessible to you.
2. Modify Customer Accounts
Even though the FOT module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.
Important Note! Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer.
Steps: 1. When viewing a customer detail page, click on "EDIT" located in the "Customer Info" box toward the top middle of the Customer Profile page.
2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. Check the box and click save.
3. Now you will be taken through three screens to configure the customer as as FOT customer.
3.1 - Confirm Custom account conversion to FOT account
3.2 - Enter Location Friendly name and time zone
3.3 - Select the type of account: FOT Viewer or FOT Tracker. See picture below. If not sure, always select Viewer as a Tracker cannot be change back to viewer later on.
3. Create FOT User Accounts
Accounts for FOT users can be created right from the main Customer Detail Page.
Steps:
- Click on "Add New User" in the upper right corner of the "Customer Users" box. (See graphic for more detail)
- On this page you will assign the user as a Follow-On Admin or a Follow-On User. The two roles have the following default access but should be customized for your needs/. To edit these role, a TrackAbout Administrator can access the page User Access Control and edit these roles.
- Follow-On Admin: List and edit locations, Edit users and Move assets
- Follow-On User: Can only view asset info.
- Enter user information and Save.