Hint
To create a PDF Document of this page to print, click on the "..." located on the top right hand side of this page, then select, "export to PDF"
General Reminders
- Whencreating a new user remember to click the Clear button before starting
- To assign a role or zone right-click inside the User Roles box or the User Zones box (see screenshot)
- All users must be assigned the ''basic_user'' role
- BB Conn Details controls how often mobile devices will attempt to update data
- A Reasonable value: ''60,7,19,MON,TUE,WED,THU,FRI,SAT,SUN''
- ''Format:'' poll-period,start,end,day[[,day]...
- poll-period is specified in seconds
- start is the first hour in 24hr time
- end is the last hour in 24hr time
- day is the three letter code for the day
- To disable user login (ie. staff member quit): Remove all roles except ''basic_user''
Roles
| Role | Description |
|---|---|
| basic_user | This role must be applied to all users. |
| driver | Use only for drivers, allows access only via the IDS Mobile App |
| calltaker | Allows access to Trip Entry, Scheduling, Trip Search and Account Entry |
| dispatcher | Allows access to Trip Viewer, Trip Entry, Trip Search, Scheduling, Drivers, Trailers, Dispatch and Account Entry |
| billing | Allows access to Trip Viewer, Trip Entry, Pricing/Posting, Trip Search, Invoicing & Reports, Scheduling, Account Entry and Staff Members |
| admin | Administrator. Allow access to everything |
| route | Represents a Route, not a user |
| trailer | Represents a Trailer, not a user |
Hotkeys
Hint
Most buttons have an associated hotkey indicated by an underline. Press and hold the Alt key and tap the underlined letter to perform that button's function.
| HotKey | Equivalent Button | Function |
|---|---|---|
| ''Alt+U'' | Update User | Updates Staff Member |
| ''Alt+F'' | Find User | Finds user by username field. |
| ''Alt+C'' | Clear | Clear all fields and fill in some useful defaults |
| ''Alt+A'' | Audit | show the audit for current staff member |