Setting Up Customer Portal

Create a Follow-On Tracker Mobile Role

Note: This step is only required if the customers will be using their own devices to track assets among their own locations.

• On the website, use the Jump To box to go to the List Mobile Roles page
• Click on Add a New Mobile Role
• Enter a name for the new mobile role you are creating
  • The name should reflect that this is a Follow-On Tracker role, not for use by internal users
  • If your customers will be using both rugged handhelds and smartphones, you will need to create two different mobile roles. You may want to denote whether the role is for a smartphone or a rugged device in the name.
• Select Follow-On Tracking Users in the "What kind of user will you be assigning to this role?" section
• Choose the type of device that this role will be used on:
  • Choose Rugged and Simulator if the customers will be using Windows-based rugged handhelds or tablets
  • Choose Smartphone and Tablet if the customers will be using iOS or Android based smartphones or Tablets
  • You will need to create two roles if your customers will be using both rugged devices and smartphones
• After clicking OK, you will be taken to a screen where you can create the mobile role screen
• At the top of the screen, enter a title for the mobile screen. Customers will see this at the top of their smartphone or rugged devices screen
• 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
  • Enter a user-friendly name for the action in the "Show on Device as" section
  • Click OK
• 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

• Navigate to the customer you want to make a Follow-On customer by:
  • Typing their name or customer number in the Customer Quick Search box
  • Using the Customer List page to find the customer
• Once on the Customer Detail View page, click Edit to edit the customer's details
• At the bottom of the Edit Customer page, check the box marked Enable Follow-On features for this customer and all departments and click Save
• Follow the step-by-step instructions on the website to finish enabling Follow-On Tracking for the customer

Adding Follow-On Users

• On the Customer Detail View page, click on Add New User on the far right-hand side of the page
• Enter the customer user name and other information
• 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
    • A login name and password or email address is required for this
  • 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 Android/iOS: if you have purchased 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:
  • Website: if the user was granted website access, choose the appropriate website role:
    • 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
  • 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
  • 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

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