====== How to Manage Users ====== This page is a step-by-step overview of the **Manage Users** page on RoscoLive. The **Manage Users** page is available to those end-users with permissions **Group Maintainer** and above. \\ \\ The **Manage Users** page is where user accounts within a fleet can be managed and created. \\ //**NOTE**: Some options may differ according to what permissions the end-user has.// ===== Step 1: Navigate to the Manage Users page ===== Locate and select the **Fleet Administration** option in the side-bar menu. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanage_vehicles_menuoptionclosed.jpg?nolink&200 |}} Select the **Manage Users** option in the now revealed drop-down menu under **Fleet Administration**. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_menuoption.jpg?nolink&200 |}} ===== Step 2: Manage Users page ===== This is the **Manage Users** page. From here, user accounts can be added, edited, deleted, or viewed according to the available permissions the logged in user has. The search bar at the top of the page is used to quickly search for specific user accounts. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_page.jpg?nolink&800 |}} * **Users** - The first and last names of the users within the fleet. * **E-Mail** - The user's email account that is associated with RoscoLive. * **Role** - The user's account role. This determines the permissions the user's account has. * **Activity** - The date and time the user's account was last logged into RoscoLive. * **Edit** - Opens the **Edit User** page. * **Delete User** - Deletes the selected user's account. ===== Step 3: Add a New User ===== ==== Select Add a New User ==== Select the **Add a New User** button at the top of the page. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_page_newuserarrow.jpg?nolink&800 |}} ==== New User Text Field ==== This is the **New User** text field that is revealed. After all relevant information has been entered, click **ADD USER**. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_newuser.jpg?nolink&800 |}} - **Email Address** - The email address the new user will use to sign into RoscoLive. RoscoLive will also send recovery and notification emails for this new user to this email. - **First Name** - The new user's first name. - **Last Name** - The new user's last name. - **Role** - Select the new user's role in the drop-down list. This determines the permissions the new user will have and what information they will be allowed to see and edit. More information about user roles can be found [[user:product:roscolive2.0:user_roles|here]]. - **Group** - This option is for **User** and **Group Manager** roles. This allocates what groups the new user will have access to. Multiple groups can be selected, but at least one needs to be selected in order to create the new user. After clicking **ADD USER** a prompt will appear at the top right of the screen confirming new user created. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_newusersuccess.jpg?nolink&200 |}} The new user should now be visible on the **Manage Users** page. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_newuseraddedpage.jpg?nolink&800 |}} ==== New User Added ==== This text will replace the **New User** text fields: {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_newusercreated.jpg?nolink&600 |}} A temporary password for the new user is displayed as well as sent in an automated email to the email account that was provided for the new user. The new user **MUST** verify their account through their email before they can login to RoscoLive. It is recommended that the temporary password is recorded until the new user has a chance to change it. To edit the new user's account right away, select the edit button in the text field, otherwise click **BACK**. ===== Step 4: Open the Edit User Page ===== Select the **Edit** icon in the **Edit Column** of the desired user account to open the **Edit User Page**. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_brucebanner_editemphasis.jpg?nolink&800 |}} ===== Step 5: Edit User Page ===== This is the **Edit User** page. Here, user account's information can be edited, role changed, group assignments changed, and email notifications changed. This document breaks this page into 3 sections: - User Data & Role Assignment - Group Assignment - Email Notifications ==== User Data & Role Assignment ==== The top left corner of this page displays the email address, company name, and company phone number associated with this account.\\ __This data cannot be changed or edited through this page. RoscoLive customer service must be contacted in order to make changes to these fields.__ {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_userdata.jpg?nolink&800 |}} * **First Name Field** - User's first name can be edited or changed here. * **Last Name Field** - User's last name can be edited or changed here. * **Role** - A drop-down menu where the user's role can be changed. This affects the user's permissions and what menus and options are available to them. //**NOTE**: The roles a fleet end-user may assign can be found [[user:product:roscolive2.0:user_roles|here]]. To add a Fleet Manager role, contact RoscoLive customer support [[:contact_us|here]]// ==== Group Assignment ==== This field is for assigning fleet groups to the specified user. The left box is the **Groups** list that contains all of the available fleet groups. The right box is the assigned group(s) list that contains the fleet groups assigned to this specific user. The search fields above each box can be used to search specific groups. Groups can be interchanged between the boxes by using the arrow buttons or double left-clicking the group names. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_groupassign.gif?nolink&800 |}} ==== Email Notifications ==== This section is for the customization of what type of alerts are sent to the selected user's email account. Select the toggles next to each alert type to enable or disable those alert types being sent. **Aggregate Notifications** groups excessive notifications together and sends them out in one combined email every 2 hours so as not to spam the user's inbox with notifications. Excessive notifications are when 20 or more alerts are generated in 1 minute or less. For more information about events and alerts, click [[user:product:roscolive2.0:event_and_alert_definitions|here]]. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_emailnotifications.jpg?nolink&1000 |}} The types of events and alerts sent in email notifications are: * SD Error * Camera Failure * G-Sensor * Critical G-Sensor * Speed Alert * Driver Input * Unclean Shutdown * High-Temperature Shutdown ===== Step 6: Save Changes ===== To save any changes made, select the **SAVE CHANGE** button at the bottom of the page, otherwise select **BACK**.\\ __**NOTE**: Selecting **BACK** without first saving will result in the loss of any unsaved changes.__ {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_emailnotifications_savearrow.jpg?nolink&1000 |}} A prompt will appear at the top right of the page confirming user's settings were saved. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_savesuccess.jpg?nolink&200 |}} ===== Step 7: Delete User Account ===== ==== Select Delete Icon or Button ==== There are two places that a user account can be deleted from: **Manage Users** page and **Edit User** page. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_newuseraddedpage_arrowdeleteemphasis.jpg?nolink&800 |}} {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_edituserpage_userdata_deletearrowemphasis.jpg?nolink&800 |}} ==== Confirm Delete ==== A prompt will appear asking for confirmation to delete the selected user's account. Click **DELETE** to confirm the deletion, otherwise, click **CANCEL** to cancel the deletion. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_deleteuser_confirmprompt.jpg?nolink&400 |}} ==== Successful Delete ==== A prompt will appear in the top right corner of the page confirming the user account was deleted. The account will no longer be visible on the **Manage Users** page. {{ :user:product:roscolive2.0:how_to_guide:fleet_administration:rlmanageusers_deleteuser_deleteconfirmsuccess.jpg?nolink&200 |}}