Setting Up 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 Customer Portal (formerly Follow-On Tracking) can be completed in five easy steps.

1. "Turn-On" Customer Portal (formerly Follow-On Tracking)

Once you've purchased the Customer Portal (formerly Follow-On Tracking) module, TrackAbout Support Personnel will need to update your client configurations. This will allow you to have access to the Customer Portal 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 Customer Portal 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 Customer Portal, 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 Customer Portal 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 Customer Portal for this customer. Check the box and click save.

3. Now you will be taken through three screens to configure the customer as as Customer Portal customer.

3.1 - Confirm Custom account conversion to Customer Portal 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. Mobile Roles

Access the Mobile Role page. More documentation on mobile roles can be found here
Add a new Mobile Role for the Customer Portal users. Two separate roles might be needed if your customer will use rugged (TAMobile 6) and Smartphone devices
What kind of users: Select Follow-On Tracking Users
What type of device: Select either Rugged (TAMobile 6) or Smartphone

4. Create Customer Portal User Accounts

Accounts can be used on the AWS or using a mobile device ("Move asset" or "Set volume" actions)
Accounts for Customer Portal 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). Fill in the user contact information.
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.
Access Section, select the access needed by the user (Website, TAMobile Rugged, TAMobile Desktop and/or TAMobile Android/iOS). Once selected, new selections will appear on the page. Select the Roles and permissions needed.
Roles and permissions
1. Follow-On Admin: List and edit locations, Edit users and Move assets
2. Follow-On User: Can only view asset info.
3. Mobile Roles will also be display, select the allowed roles by checking the box(es).

TAMobile Rugged and TAMobile Desktop

Review all information and Save.

5. Setting Up an Customer Portal Handheld Devices

Smartphone

There are no setting required. The user ID will define the Customer Portal

TAMobile 6 Setup

Install TAM6 like you would for internal use and sync the device
Access the Mobile Unit List page
Edit the device you select for Customer Portal use by customer
1. Change the section "This mobile unit is used by:" to "Customer users" (default is "Internal user")
2. Save and Sync the handheld
When login in, you will see the list of users setup for Customer Portal for the customer