Creating and Managing User Accounts
Client Admin and Corporation Admin users have access to create, manage and delete users from Smartrak. Please note, Smartrak must create Client & Corp Admin users.
Please be advised that your Smartrak Admin may look slightly different from the one in the videos, but the process to follow is the same.
Video: How to create a new User Account |
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Video: How to edit a user account |
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Process - creating a new Smartrak app user account |
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Please note - once the first Client Admin has been created for an organisation, then they can create other Client Admins. A Corporate Admin can create new Client Admins, it is recommended to have only one Corporate Admin per company.
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What are the different Roles and which functions does each level have access to?
App User Level | Map User | View Only | Booking Only (Not PoolCar) | Booking View Only (Not PoolCar) | Current Mode Only | Servicing Only User | Client Admin / Corp Admin User | Description | |
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Normal Map User | User who can only view the map but not create geofences, message units or poll. This user cannot view reports, fleet or messaging. | User can only access the Smartrak Pool Booking system. | User who can access the Smartrak Pool Booking system, but cannot make bookings. | Map user who can only view Current Mode. No access to History Mode, Messaging, Reports or Pool Booking. | A user that can only access the fleet servicing section of the App. | Access to Smartrak Admin account only | |||
Map | Current Locations | Yes | Yes | Yes | Can see where resources are on the map and the latest event. | ||||
History | Yes | Yes | Can see where resources are, and have been on the map with a history of the resource events. | ||||||
Maptags | Yes | Yes | Yes (not shared) | Create points of interest on the map for historical reporting. | |||||
Geofences | Yes | Yes (view only) | Yes (view only) | Create a polygon to represent an area on the map for reporting and alerting. | |||||
Messaging | Yes | Communicate with resources through a Garmin (if applicable) | |||||||
Emergency Alerting | Yes | Only map users are able to acknowledge and clear emergency alerts on the map. *If you wish to add the emergency management functionality to other App users, please raise a ticket in the Service Desk | |||||||
Reports | Yes | View information about resources including history, behaviour etc. | |||||||
Graphs | Yes | View information about resource in a graphical form. | |||||||
Fleet Servicing | Optional (Role) | Optional (Role) | Optional (Role) | Optional (Role) | Yes | Manage Road User Charges and resource services and alerts. | |||
Dashboard | Yes | View dashboards for Trip, Behaviour & Overspeeding based on RRS, Emissions | |||||||
Smartrak Pool Booking (not PoolCar) | Yes | Optional (Company Level) | Yes | Yes (View only) | Optional (Company Level) | Book resources from the fleet. | |||
Smartrak Admin | Yes | Manage Smartrak - manage users, manage groups and permissions, manage alerts, manage vehicles, emissions reporting |
Smartrak Admin | Self Help | Service Desk | Service Desk Help | Knowledge Base | Trouble shooting