User Management

Introduction to Users

Users are the login identities that give people access to the portal. There are three types of default users, and with the ability to control permissions down to specific portal objects, Administrators have the flexibility to contruct a hierarchy that fits their organization’s needs.

User Profile: Administrator

This is the first User type to be created within an account, as this User type has full control of all facets of the platform account. The Administrator User type should be given only to users with an advanced understanding of the platform, including what they can do with their permission level. Administrators have the ability to control and modify the other User levels, including permissions, assets, settings, preferences, and all other configurable aspects of the platform. The Administrator User type is what you would provide to a dispatcher for a fleet management operation, perhaps a high-level engineer for asset management, or a central command officer for remote ground personnel operations. Understanding the power this user type has is important to the security of the data within your ecosystem, and is recommended that only a small population of the platform users are Administrators.

User Profile: User

The Standard User type will be the most common within your organization, and is the most flexible type, allowing for full control of each individual’s permissions, capabilities, and usage. The Standard User permissions can be restricted in such a way that it is quite clear to them the functions and roles of their involvement with the ecosystem and activity within the platform. Access to Assets, Places, Geofences, Alerts, and other aspects of the portal can be configured by the Administrator to be as open or restricted as desired with this User type.

This User type is ideal for field operatives, drivers, fisherman, or anyone in possession of a tracking device reporting back to a central hub. It can also be configured to cater to a team leader, who is responsible for a number of assets or personnel in a given location or operation. This user has the ability to manage that team or Asset Group from an internet-enabled device that can access the portal, and Administrators above that user can monitor multiple sets of Users like this, creating a chain of hierarchy.

User Profile: Anonymous User

While this user type is not allowed to login to the portal, this User type gives organizations the ability to make portal data (like the location and behavior of an Asset or Asset Group) available to people outside of the organization through a link. The information can also be embedded on a website, for example, to track a race or other kind of travel activity of a person or group of people participating in an event. For private couriers, this can also be used as a form of tracking a shipment as long as the courier has a tracking device with them reporting location data.

Flexibility of User Types

Because permissions are customizable at any level, system administrators can essentially create subsets of the 3 primary levels that have certain defined permission sets, lending to the creation of multiple levels of Administrators, Standard Users, and Anonymous Users within an organization. This extrapolation of the hierarchy can be beneficial for organizations that need to be able to create super-admins, admins, sub-admins, team leads, and other mid-hierarchy roles within the platform. Organizing the permissions offline and then creating the user profiles with those presets will allow for the development of a system of accountability that is as flexible as an organization is complex.

User Fields

User properties, preferences, and permissions allow managers to create highly specific profiles.

  • First name
    User’s first name
  • Last name
    User’s last name
  • Username
    This will be used for login purposes, most usernames are the User’s email address
  • Email address
    User’s email address
  • Password
    Give the User a password that they can change after their first login
  • Confirm Password
    Re-enter the password to ensure proper spelling and characters
  • Require Two-factor Authentication
    (Y/N) toggle to determine whether to set up by default or allow Users to set it up themselves

  • Type
    Refer to user profiles above for User types

  • Show Welcome Screen on first login: check the box next to this to force the user to see the portal walkthrough the first time they access the portal.

  • Email user login instructions: instead of manually sending the User their credentials, the portal can send an email to the email address on file for the User with their temporary password and login instructions.

Preferences - System

  • Language: set the language of the Shared View from a drop-down menu
  • Speed Display: set the speed units for the Shared View from a drop-down menu
    • mph
    • kph
    • knots
    • knots (avionics)
  • Fuel Units: set the fuel units for the Shared View from a drop-down menu
    • mpg
    • mpg (imperial)
    • km/L
    • L/100km
  • Lat/Lng Format: set the coordinate system of the Shared View from a drop-down menu
    • Decimal Degrees
    • Degrees, Minutes, Seconds
    • Degrees, Decimal Minutes
    • MGRS
    • UTM
    • UK Grid Reference
  • Timezone: set the timezone of the shared view from a drop-down menu

Preferences - Map

  • Default Map Mode: select between Live Mode or Hsitory Mode
  • Default Map Type: select from a drop-down menu of map tiles
  • Default Timeframe of Available History: select a number of hours, days, or months
  • Group Positions on a Map: determines whether positions close together are grouped or displayed individually
  • Fade Historic Positions by Time: displays more recent positions with less opacity, and older positions appear more transparent
  • Remove Roads from Satellite Map: only relevant if a Sattellite map tile has been selected, allows users to remove the raods from the visualization
  • Play Audio on Emergency: stipulates whether emergency notifications will trigger a sound that plays from the portal

Permissions

Permission controls at the User level are handled with check boxes in the Permissions Tab of the Create/Edit User page. They can be configured at any time at the individual User level, allowing managers the ability to grant and revoke permissions on a daily, weekly, or even hourly basis. Permissions include: * Add Assets * Edit Assets * Delete Assets * Add/Edit/Delete Asset Groups * Add/Edit/Delete Geofences * Add/Edit/Delete Places * Add/Edit/Delete Journeys * Add/Edit/Delete Shared Views * Send commands to Assets * View/Run Reports * Change Password * Edit preferences * Register new mobile device

Assets

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion: * Search for the names of specific objects to include or exclude * Select all to include all objects of this type * Select none to exclude all objects of this type

Groups

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion: * Search for the names of specific objects to include or exclude * Select all to include all objects of this type * Select none to exclude all objects of this type

Geofences

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion:

* Search for the names of specific objects to include or exclude
* Select all to include all objects of this type
* Select none to exclude all objects of this type

Places

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion: * Search for the names of specific objects to include or exclude * Select all to include all objects of this type * Select none to exclude all objects of this type

Contacts

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion: * Search for the names of specific objects to include or exclude * Select all to include all objects of this type * Select none to exclude all objects of this type

Drivers

Stipulate exactly which objects the User will have access to view and interact with in the portal. Any object with a check mark in the box next to its name will be included in the User’s ecosystem.

Limit by inclusion or exclusion: * Search for the names of specific objects to include or exclude * Select all to include all objects of this type * Select none to exclude all objects of this type

Viewing and Managing Users

A list of Users can be found in the Manage Module. From here, Administrators have access to Add Users, Edit existing Users, view login information on Users, and Delete Users.

Understanding Users - Hierarchy

Adding and managing users is perhaps the most critical component of the administrator’s functionality group. User management allows for the creation of the organizational hierarchy within the portal, outward reporting visibility, stakeholder controls, and more.

The platform supports three user types in order to accommodate the needs of diverse teams. Administrator users have control of the data ecosystem, can manipulate permissions, settings, or configurations, and manage other Users in the organization. Standard Users are traditionally field operatives who may have some control over certain assets, and whose access to data is slightly more restricted. Anonymous Users can be configured for the purpose of providing public information to interested parties outside of the organization, as with embedded public data on a website, or for family members of tracked personnel.