Users
In this module we will give you an overview of all users registered and deleted ones, create, edit and delete users. You can also check the user types, user roles and user availability, create, update and delete them, if required.
Overview/New User
Overview
In order to see all users registered in the system or create a new user click on the Overview tab.
You can click on the Actions buttons to display, update and delete a registered user. All users have the Name, Email, Phone, User Type, and Status information displayed.
Display
Update
To disable one user you need to go to user update and untick the active checkbox before pressing submit.
You can change the user type of the user, in the above example this user is of user type Defective Yard Manager. Every User Type can have a number of roles assigned depending on the level of permissions enabled.
Delete
New user
To create and register a new user in the system you can click on the New User button. A new page will open with the user's required information in order to complete a successful registration. The mandatory fields for the user creation are the Full name, Email address, Phone Number, and User type. The active field comes automatically filled out by default.
After filling out all the mandatory fields you can click on the button Submit in order to finish the user creation.
User Types/New User Type
User Types
In order to see all user types available in the system, you can click on the User types tab.
You can click on the Actions buttons to display, update and delete a user type.
Click on the + New User Type to create a new user type. All users types must have a name & Roles (1 or more) assigned.
Display
After clicking on the display action button you can see the information related to that user type and also a list of Roles. Each Role has a subset of permissions assigned to it. You can click on the individual roles to see & change the permissions assigned to that particular role in this example the Role: Management is assigned to the user type: Admin
When we click on Role: Management & select Everything related to Management in the permissions list, we see one parent permission enabled management: Everything related to management
Update
Delete
New user type
To create and register a new user type in the system you can click on the New User Type button. A new page will open with the new user type required information in order to complete a successful registration. The mandatory fields for the user type creation are the Name and the Role (which determines which permissions that user can have in the system).
After filling out all the mandatory fields you can click on the button Submit in order to finish the user type creation.
Each user type can contain a number of roles & every set of roles has a number of permissions assigned. Therefore a single user type, for example Container Coordinator has 11 different roles as per screen shot below. Each role has a number of permissions related to it.
User Roles/New Role
User Roles
In order to see all user roles available in the system, you can click on the User roles tab.
You can click on the Actions buttons to display, update and delete a user role.
You can also create a New Role by clicking on the + New Role button.
A Role name must be assigned to all Roles and each role can contain a subset of permissions.
Display
After clicking on the display action button you can see the information related to user role permissions.
Update
Delete
New role
To create and register a new user role in the system you can click on the New Role button. A new page will open with the new role required information in order to complete a successful registration. The mandatory field for the user role creation is the Name.
After filling out all the mandatory fields you can click on the button Add in order to finish the user role creation.
User Availability
User availability
In order to see all users' availability in the system, you can click on the User availability tab. There, you can switch between the online and the offline tab to see the users that are online, which means they are using the system and are clocked in and the ones offline and are clocked out. Besides the basic information about the user, you can also see the user's location through the coordinates at that moment.
