Set Up New Users
There are four different types of user roles that are available in EquipmentManager. The tables below list the four types of roles. Under each of the roles the permissions that are available for that role are listed.
Customer User Permissions     | |
Features     | Administration     |
Hours and Location     | Groups     |
Map     | Create Groups     |
Start/Stop Times     | Modify Groups     |
View SMU history     | Delete Groups     |
View Location History     | Assign Groups (to user level)     |
View Status History     | Assign Groups (to user level)     |
Time & Geo Fence     | Manage Hardware     |
Update Status     | View General Registry     |
Setup Fence     | View Digital Registry     |
Enable/Disable     | View Transmission Registry     |
View Alarm History     | Product Link Module Search     |
View Status History     | Event Tracking     |
Planned Maintenance     | None     |
Request quote     | Upload Data     |
View Planner     | Repair History     |
Enter PM Notes     | Refueling History     |
Mark PM Complete     | Manage Exiting User     |
View Checklists     | Limited to Customer User Level     |
View Parts lists     | Time and Geo. Fence Descriptions     |
Major Repair     | Inclusive / Exclusive Descriptions     |
Request Quote     | Time Based Descriptions     |
View Planner     | Manage Planned Maintenance     |
Mark Repair Complete     | Customize PM Intervals     |
View History Details     | Edit PM Check List     |
Fuel Information     | Customize PM Schedule     |
View Fuel Level History     | General     |
View Fuel Level Graph     | Search     |
View Fuel History     | Export     |
View Status History     | Preferences     |
Update Fuel Level Status     | Equipment Details     |
Fault Codes     | Registration Details     |
View Fault Code History     | Optional Permissions     |
Update Fault Code Status     | Order Parts (1)     |
View Status History     | OTA Configuration     |
View Troubleshooting Procedures (2)     | Send Commands     |
Reports     | Address Book     |
View Product Usage Report     | Event Reactions     |
View Product Monitoring Report     |     |
View OM&M     |     |
View Equipment Usage Summary     |     |
( 1 ) | Contingent on Partstore access |
( 2 ) | Contingent on SIS access |
Customer Administrator Permissions     | |
Features     | Administration     |
Hours & Location     | Groups     |
Map     | Create Groups     |
Start/Stop Times     | Modify Groups     |
View SMU history     | Delete Groups     |
View Location History     | Assign Groups (to user level)     |
View Status History     | Delete Group Assignments     |
Time & Geo Fence     | Manage Hardware     |
Update Status     | View General Registry     |
Setup Fence     | View Digital Registry     |
Enable/Disable     | View Transmission Registry     |
View Alarm History     | Product Link Module Search     |
View Status History     | Over the Air Commands     |
Planned Maintenance     | Send Commands     |
Request quote     | Event Tracking     |
View Planner     | Address Book     |
Enter PM Notes     | Event Reactions     |
Mark PM Complete     | Upload Data     |
View Checklists     | Repair History     |
View Parts lists     | Refueling History     |
Order Parts (1)     | Manage Exiting User     |
Major Repair     | Customer User or Admin Level     |
Request Quote     | Time and Geo. Fence Descriptions     |
View Planner     | Inclusive / Exclusive Descriptions     |
Mark Repair Complete     | Time Based Descriptions     |
View History Details     | Manage Planned Maintenance     |
Fuel Information     | Customize PM Intervals     |
View Fuel Level History     | Edit PM Check List     |
View Fuel Level Graph     | Customize PM Schedule     |
View Fuel History     | General     |
View Status History     | Search     |
Update Fuel Level Status     | Export     |
Fault Codes     | Preferences     |
View Fault Code History     | Equipment Details     |
Update Fault Code Status     | Registration Details     |
View Status History     | Manage Subscriptions     |
View Troubleshooting Procedures (2)     |     |
Reports     |     |
View Product Usage Report     |     |
View Product Monitoring Report     |     |
View OM&M (2)     |     |
View Equipment Usage Summary     |     |
( 1 ) | Contingent on Partstore access |
( 2 ) | Contingent on SIS access |
Dealer User Permissions     | |
Features     | Administration     |
Hours & Location     | Groups     |
Map     | Create Groups     |
Start/Stop Times     | Modify Groups     |
View SMU history     | Delete Groups     |
View Location History     | Assign Groups (to user level)     |
View Status History     | Delete Group Assignments     |
Time & Geo Fence     | Manage Hardware     |
Update Status     | View General Registry     |
Setup Fence     | View Digital Registry     |
Enable/Disable     | View Transmission Registry     |
View Alarm History     | Product Link Module Search     |
View Status History     | Event Tracking     |
Planned Maintenance     | None     |
Request quote     | Upload Data     |
View Planner     | Repair History     |
Enter PM Notes     | Refueling History     |
Mark PM Complete     | Manage Exiting User     |
View Checklists     | Limited to Dealer User or Customer User or Admin Level     |
View Parts lists     | Time and Geo. Fence Descriptions     |
Major Repair     | Inclusive / Exclusive Descriptions     |
Request Quote     | Time Based Descriptions     |
View Planner     | Manage Planned Maintenance     |
Mark Repair Complete     | Customize PM Intervals     |
View History Details     | Edit PM Check List     |
Fuel Information     | Customize PM Schedule     |
View Fuel Level History     | General     |
View Fuel Level Graph     | Search     |
View Fuel History     | Export     |
View Status History     | Preferences     |
Update Fuel Level Status     | Equipment Details     |
Fault Codes     | Registration Details     |
View Fault Code History     | Optional Permissions     |
Update Fault Code Status     | Order Parts (1)     |
View Status History     | OTA Configuration     |
View Troubleshooting Procedures (2)     | Send Commands     |
Reports     | Address Book     |
View Product Usage Report     | Event Reactions     |
View Product Monitoring Report     |     |
View OM&M (2)     |     |
View Equipment Usage Summary     |     |
( 1 ) | Contingent on Partstore access |
( 2 ) | Contingent on SIS access |
Dealer Administrator Permissions     | |
Features     | Administration     |
Hours & Location     | Groups     |
Map     | Create Groups     |
Start/Stop Times     | Modify Groups     |
View SMU history     | Delete Groups     |
View Location History     | Assign Groups (to user level)     |
View Status History     | Delete Group Assignments     |
Time & Geo Fence     | Manage Hardware     |
Update Status     | View General Registry     |
Setup Fence     | View Digital Registry     |
Enable/Disable     | View Transmission Registry     |
View Alarm History     | Product Link Module Search     |
View Status History     | Over the Air Commands     |
Planned Maintenance     | Send Commands     |
Request quote     | Event Tracking     |
View Planner     | Address Book     |
Enter PM Notes     | Event Reactions     |
Mark PM Complete     | Upload Data     |
View Checklists     | Repair History     |
View Parts lists     | Refueling History     |
Order Parts (1)     | Manage Exiting User     |
Major Repair     | Dealer User or Admin Level     |
Request Quote     | Customer User or Admin Level     |
View Planner     | Time and Geo. Fence Descriptions     |
Mark Repair Complete     | Inclusive / Exclusive Descriptions     |
View History Details     | Time Based Descriptions     |
Fuel Information     | Manage Planned Maintenance     |
View Fuel Level History     | Customize PM Intervals     |
View Fuel Level Graph     | Edit PM Check List     |
View Fuel History     | Customize PM Schedule     |
View Status History     | General     |
Update Fuel Level Status     | Search     |
Fault Codes     | Export     |
View Fault Code History     | Preferences     |
Update Fault Code Status     | Equipment Details     |
View Status History     | Registration Details     |
View Troubleshooting Procedures (2)     | Manage Subscriptions     |
Reports     |     |
View Product Usage Report     |     |
View Product Monitoring Report     |     |
View OM&M (2)     |     |
View Equipment Usage Summary     |     |
( 1 ) | Contingent on Partstore access |
( 2 ) | Contingent on SIS access |
A user role may only be given to another user by a user that is equal or higher than the user that is being assigned. For example, a Dealer Administrator may create another Dealer Administrator, but a dealer user cannot create a "Dealer Administrator".
Use the following procedure in order to create a new user:
- Log in to your Dealer Web site. The home screen of Dealer Web site appears.
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Illustration 1 | g01698693 |
The Dealer Web site with the "Applications" drop-down menu (1) "Applications" drop-down menu |
- Select "EquipmentManager" from the "Applications" drop-down menu (1) . Refer to Illustration 2. The home page of EquipmentManager will appear.
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Illustration 2 | g01244205 |
"End User License Agreement" |
Note: If this is your first time to log in to EquipmentManager, then an "End User License Agreement" (EULA) appears. Refer to Illustration 2. Scroll to the bottom of the EULA and click "Accept". The screen for setting the user preferences will appear. Refer to Systems Operation, "Preferences".
- From the left navigation, click the "Administration" tab (2) . The "Administration" screen will be displayed.
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Illustration 3 | g01698734 |
EquipmentManager home page (2) "Administration" tab |
- Select "Set Up New User" (5) under "Manage User" (4) . The "Setup a New User" screen will be displayed.
Note: "View" drop-down menu (3) contains same links that appear on the "Administration" page.
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Illustration 4 | g01698776 |
"Administration" screen (3) "View" drop-down menu (4) "Manage User" (5) "Setup a New User" link |
- In the "Enter a:" field (6) , enter a last name or login ID.
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Illustration 5 | g01698833 |
"Setup a New User" screen (6) "Enter a:" field |
- Click on the "Display Accounts" button.
- Select the "Login Id" of a user (7) to setup from the list of users that appear below the "Display Accounts" button. The "User Permission" screen will be displayed.
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Illustration 6 | g01699073 |
"Display accounts" on the "Setup a New User" screen (7) "Login Id" of a user |
- Select the "enabled" radio button (8) next to "Status" in the "Account Information" section. Select the check box next to the permissions in order to apply the change.
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Illustration 7 | g01699701 |
"User Permissions" screen (8) "Enable" radio button (9) "User Role" drop-down menu |
- In the "Permissions" section, select a user role for the user from the "User Role" drop-down menu (9) .
Note: If you selected "Dealer Administrator" or "Customer Administrator", all of the check boxes next to the available permissions that can be granted to these two users will be selected because an administrator is automatically given all permissions. You will not be able to unselect particular permissions. If you selected "Dealer User" or "Customer User", the check boxes next to "Manage Group" and "Manage Assignments" will be selected and unavailable. The remaining check boxes will be available for selection.
- Click the "Update Permissions" button. The "Do you want to proceed with the assignments?" dialog box will be displayed.
- Click on "OK". The "Confirmation – User Permission" screen will be displayed.
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Illustration 8 | g01244272 |
Proceed with the "Assignments" dialog box. |
- The "The user permission(s) have been successfullu updated" message (10) will appear. Also, green check marks in the check boxes (11) will appear in order to indicate that the user was given that specific authorization. Select "OK". The "Setup a New User" screen will be displayed.
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Illustration 9 | g01699776 |
"Confirmation: User Permissions" screen (10) "The user permission(s) have been successfullu updated" message (11) Check boxes |
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Illustration 10 | g01699797 |
"Setup a New User" with a "No results found for the search" message (12) "No results found for the search" message |
The last name or login id that was entered in Step 5 will appear again in the "Enter a:" field. Below the "Display Accounts" button, a message will appear that reads "No results found for the search" (12) . This is because the user that you added no longer appears in the list of users that are not registered with the EquipmentManager application. Your newly created user now appears in the list of existing users.
Manage Existing Users
In addition to adding new users, as a Dealer Administrator you may edit the user roles and permissions of existing users.
In order to manage an existing user, use the following procedure.
- From the "Administration" screen or the "View" drop-down menu, select "Manage Existing User". The "Manage Existing User" screen will be displayed.
- Enter a last name or login id in the "Enter a:" field (6) . Select the "Display Accounts" button (13) .
The system searches for the last name or login id among the list of registered EquipmentManager users. The system will display a list of all the available matches.
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Illustration 11 | g01699875 |
"Manage Existing User" screen (6) "Enter a:" field (13) "Display Accounts" button |
- Click on the login id of a user (7) you wish to edit. The "User Permission" screen will be displayed.
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Illustration 12 | g01700273 |
Manage Existing Users : User List (7) "Login Id" of a user |
- Update the "User Role" in the "Status" by clicking one of the buttons highlighted in Ilustration 13.
- Select the enable radio button (8) .
- Select a different role from the "User Role" drop-down menu (9) .
- Update permissions by selecting or clearing the available check boxes (11) next to the permissions.
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Illustration 13 | g01698675 |
Existing "User Permission" screen (8) Enable radio button (9) "User Role" drop-down menu (11) Check boxes |
- When you have finished making your changes, click the "Update Permissions" button at the bottom. The "Confirmation – User Permission" screen will be displayed.
- Click on "OK". You have successfully updated the existing user and will be returned to the "Manage Existing User" screen.
Note: Check marks in the check boxes (11) indicate permissions that are granted to the user. Permissions that display the letter "X" over the check mark indicate that these permissions are not granted to the user.
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Illustration 14 | g01700354 |
"Confirmation: User Permissions" screen (10) Confirmation message (11) Check boxes |
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Illustration 15 | g01700398 |
Manage Existing User : List by UCID (7) "Login Id" of a user (12) "Select a UCID (Optional)" drop-down menu |
An existing user can be search for from the "Manage Existing User" screen. Select a UCID from the "Select a UCID (optional)" menu (12) . EquipmentManager will return a list of users associated with that UCID.
Click the login id of a user (7) for editing. Repeat steps 2 through 5.