Assigning Pool Administrators Using the Pool Management Suite

Roles

The Pool Management suite provides two additional roles; Pool Manager and Pool Officer, for administering bookings, check-in/check-out, and other functions for your pool's assets.

Open

So, what's the difference between a Pool Manager and a Pool Officer?

Before you assign a user as an administrator of a pool it's worth noting the differences between these roles.

Pool Managers are the Masters of their Domain, typically they manage the fleet at a site (or sites) - taking the load off the System Administrator.

Pool Managers have access to the following operations for all the assets in their assigned pool(s):

• Check In/Out

• In/Out Board

• Approval Triggers*

• Bulk Import Bookings

• Booking Search

• Provisional Bookings

• Incident/Damage register

• Infringement notice register

• Servicing register

*Access to Approval Triggers can be removed from Pool Managers via SysAdmin Application Settings.

Whereas Pool Officers are a rung down the ladder, they can make bookings and record when keys are handed out or returned (checked out or checked in). This role is often given to receptionists or security clerks.

Pool Officers have access to the following operations for assets in their assigned pool(s)*:

• Check In/Out

• In/Out Board

Incidentally, these are the same functions afforded to a Kiosk PC. If you would like to allow your staff to check their own bookings in or out, you can set up a Kiosk in your lobby or car park.

Assigning a user to a Pool Administrator role

To assign a user to a pool go to the SysAdmin Main Menu > Manage Pool Administrators > Add Administrator

Open

In the Assign User to a Pool pop-up window, type in a PoolCar users name (the system will auto-fill the full username) in the Add User field, select from the pool drop-down list, the pool you wish to assign them to, and select the desired role from the as: drop-down list. You also have the option to give a date range the user will have the role (ideal if you want to delegate a task to a user while another user is on leave).
Click the Assign button. 

If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk 

Remove user from a Pool Administrator role

To delete user from Pool as Administrator/Manager or Officer Role, go to Pool Management > Manage Pool Administrators

Filter using the Pool name you want to remove the user from. Find the user and click remove on the right side of the page.