Configuring permissions

Once employees have been given employee types and added into the TrackIt Web Console, certain employees must be given access to specific pages within the TrackIt Web Console to complete their work tasks. Depending on an employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt.'s responsibilities, an administrator can allow and restrict access to specific pages. Follow the steps below to properly add a site user with permissions.

  1. Add permission bundles
  2. Add a permission type
  3. Add a site user

1. Add a bundle type

A bundle type allows you to group screens by task or jobA project that orders and tickets are grouped under. responsibility to adjust what users can access. The set of pages bundled can encompass a specific task or ensure a user is restricted from accessing pages containing settings or functions that fall under another user's responsibilities. Each bundle type is provided as an option in the Permission Bundles screen.

  1. Navigate to Settings > Permission Bundles.
  2. Click Add Bundle Type .
  3. Enter in a description for the bundle. This will most likely describe the job title for those who will use this bundle.
  4. From the Pages list on the left, select the pages you wish to include in the permission bundle.
  5. Press the right arrow  button to add pages to the Selected Pages list.
  6. Remove any unwanted pages from the bundle by selecting them from the Selected Pages list and clicking the left arrow  button.
  7. Click Save  to finish adding the bundle type.

2. Add a permission type

Once bundles are added, you can add a permission type. We recommend naming the permission type with the same name as the job title for the employees to which the permission applies. For example, Dispatcher or Admin.

PREREQUISITE: You will need to add the desired Permission Bundles for these to be available in Permission Type.
  1. Navigate to Settings > Permission Type.
  2. Click the Add Permission Type  button.
  3. Enter in a description.
  4. Check  the boxes for the Bundle Types you would like to include in the permission type.
  5. Click Save  to finish.

3. Add employees as TrackIt Web Console site users

After employees have been added to TrackIt, the employees may require access to the TrackIt Web Console. This is especially true if the employee is a dispatcher, administrator, or in payroll. You can set up how much of TrackIt can be accessible to each user depending on their work tasks.

PREREQUISITE: You must first add a Permission Bundles and a Permission Type before you can add a site user.
The process for adding a Guest User follows the steps below but requires that the potential guest user has been added as a Site User on another company's TrackIt website.

  1. Navigate to Settings > Driver Performance > Site User.
  2. Click the Add User  button.
  3. In the Add User dialog screen, enter in the email address for the user in the Username field.
  4. Enter in the user's first and last name in the relevant fields.
  5. From the Permission drop-down menu, assign the user a Permission Type.
  6. Select the relevant information from the drop-down menus in each tab.
  7. Click the Save  button to finish adding the user.

You have successfully added permissions!