Setting Up Customer Portal

Customer Portal was formerly known as Follow-On Tracking

Create a Customer Portal 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(s) 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 Customer Portal Account

• Navigate to the customer you want to make a Customer Portal 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 Customer Portal Users

• On the Customer Detail View page, click on Add New User on the far right-hand side of the page in theCustomer Users box.
• Enter the customer user name and other information requested
• 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 Customer Portal Trackers, departments are the locations that the Customer Portal users can move assets between. If the customer already has child accounts under a parent account, these will become the Customer Portal 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

Rugged Device Setup

If the customer will be using rugged devices to track their assets, you will need to set up the devices for them, as Follow-On users do not have the ability to download the TAMobile 6 software.

• Begin by downloading the TAMobile 6 software from the Software Downloads page
  • This is the same software used on your internal devices
• Follow the installation steps
• When the Edit Mobile Unit page appears after the device authorization, set This mobile unit is used by to Customer Users
• Choose the customer that the device belongs to
• Click Save to finish setting up the device

Android/iOS Setup

Customers can set up their own Android or iOS devices by downloading the TrackAbout app from the App Store or Google Play Store.

See our Smartphone App page for instruction on how to download and install the app for both Android and iOS devices.

If the users have been setup with a login and have been granted access to a mobile role for TAMobile Android/iOS, they should be able to use the app immediately.