There are two main types of users in Assetminder; system users and vendor management users. This procedure focuses on standard system users.
1. Click the Administrator Settings icon on the home screen.
2. Select USERS from the admin list.
3. Click ADD/EDIT USER to add the new user .
4. Click NEW to add the new user
5. Add the driver details to the user record. Key to deciphering between a user and a driver is the permission group. Select Role_Driver from the dropdown list.
There are a number of configuration options but a driver will typically only access the system via the mobile app.
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User Name - The user name is used to log into Assetminder and serves as the email address for receiving password resets. If an email address is not available for a new user, the user name must still follow the standard email format (e.g., "johndoe@companyname.com") without any spaces.
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View all locations checkbox - The user sees the data by location as set in the Locations setting. Check this checkbox so the user can see the data across all sites if needed.
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View all allowed VMUS - The user sees the data by VMU as set in the VMU Location setting. Check this checkbox so the user can see the data across all sites if needed.
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Locations - That user can access the jobs and assets at that location.
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Default VMU - The user can select the default VMU
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VMU Location - The user can select which VMU locations they can access
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Default depot - home storage location for the user on each form.
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Default Job Search Type - This will display a default search type when searching jobs (e.g. Show all, Asset Registration number , Job number, etc )
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Timezone & Daylight savings - Inspections will appear in the set timezone.
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CC email Password - Allow to add additional email to retrieve password.
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Receive defect alerts - Check the checkbox so the user can receive defect notifications for their location.
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Turn on duty clocking - Turning this feature on enables duty clocking functionality on the mobile app.
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Start Date - Enter Starting date of the driver
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Leaving Date – Enter leaving date when the driver is no longer employed.
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Driving license Ref – Enter Driver’s license number
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License Category – Enter Driver’s license Categories
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License Expiration Date – Enter expiration date on the Driver’s license.
6. Be sure to enable access to the mobile app by enabling the Access to Driver Inspection App check box. When all fields are filled in, the driver record will look like the following:
7. Click Save on the right-hand side of the page when done.
8. The new user is sent a welcome email with login details and a temporary password.
9. Repeat process for all additional users
Conor Gibson
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