EquipmentManager User Guide Manage Users Caterpillar

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.

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:

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Illustration 1	g01698693
The Dealer Web site with the "Applications" drop-down menu (1) "Applications" drop-down menu

1. Log in to your Dealer Web site. The home screen of Dealer Web site appears.

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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".

2. 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 3	g01698734
EquipmentManager home page (2) "Administration" tab

3. From the left navigation, click the "Administration" tab (2) . The "Administration" screen will be displayed.

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Illustration 4	g01698776
"Administration" screen (3) "View" drop-down menu (4) "Manage User" (5) "Setup a New User" link

4. 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 5	g01698833
"Setup a New User" screen (6) "Enter a:" field

5. In the "Enter a:" field (6) , enter a last name or login ID.

6. Click on the "Display Accounts" button.

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Illustration 6	g01699073
"Display accounts" on the "Setup a New User" screen (7) "Login Id" of a user

7. 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 7	g01699701
"User Permissions" screen (8) "Enable" radio button (9) "User Role" drop-down menu

8. 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.

9. 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.

10. Click the "Update Permissions" button. The "Do you want to proceed with the assignments?" dialog box will be displayed.

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Illustration 8	g01244272
Proceed with the "Assignments" dialog box.

11. Click on "OK". The "Confirmation – User Permission" 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

12. 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.

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.

1. From the "Administration" screen or the "View" drop-down menu, select "Manage Existing User". The "Manage Existing User" screen will be displayed.

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Illustration 11	g01699875
"Manage Existing User" screen (6) "Enter a:" field (13) "Display Accounts" button

2. 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 12	g01700273
Manage Existing Users : User List (7) "Login Id" of a user

3. 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 13	g01698675
Existing "User Permission" screen (8) Enable radio button (9) "User Role" drop-down menu (11) Check boxes

4. Update the "User Role" in the "Status" by clicking one of the buttons highlighted in Ilustration 13.

   1. Select the enable radio button (8) .

   2. Select a different role from the "User Role" drop-down menu (9) .

   3. Update permissions by selecting or clearing the available check boxes (11) next to the permissions.

5. When you have finished making your changes, click the "Update Permissions" button at the bottom. The "Confirmation – User Permission" screen will be displayed.

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Illustration 14	g01700354
"Confirmation: User Permissions" screen (10) Confirmation message (11) Check boxes

6. 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.

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.