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How do I create a new Admin?

In WORK there are three different types of users.

  • Admins have full access to the Admin Portal. They are usually the ones adding clients, scheduling and dispatching jobs, and editing the settings for your company.
  • Restricted Admins have limited access to the Admin Portal. They may be doing the same tasks as some of your admins but don’t have full access to all of your company information or settings, based on the permissions you set.
  • Fieldworkers are out in the field using the Fieldworker App to preform jobs.

All three of these User types can be added from your Settings.  To add and edit users you will want to go to Users under Team Settings.

 

Adding an Admin

After navigating to the Users page, click Create New User and select Create New Admin.

This will bring up the Add New Admin User window.  This is where you will enter your admin’s information.  You are required to add a First Name, a Last Name, an Email, a Password, and select a Time Zone.

You can toggle to see or hide the password using the eye icon. This is for convenience only - your password is never shared nor will it be seen by others.

After you have entered all of your user’s information click the Save button, which will bring you back to the Users page.  You can also click Save and Add Details, which will bring you into the user’s Admin window where you can edit their details.

At the top of the Admin window there are a number of tabs.

  • Details is where you can view and edit the user information.
  • Custom Fields is where you will find any User Custom Fields you have created in the system. *The User Custom Fields are viewable from the user details window.

Please Note: User Custom Fields are not available to customers who purchased after September 15, 2015. 

  • Leave Details is where you can add and view the times that your user is on Leave. Please see below to learn more on how to create and manage Leave.
  • Documents is where you upload documents that pertain to your users. Please see below to learn more about user Documents.
  • Audit History is where you can keep track of who created and edited the User.

On the Details tab of the Admin window there are 3 check boxes:

  • Active - will activate or deactivate the user. If this is checked off the user is Active.  *This feature is only available for customer who signed up before January 19th

  • Allow To Delete Jobs which will allow the Admin to delete jobs from Job Central. *We do not recommend leaving this option on at all times to avoid accidentally deleting jobs.

  • Account Locked Out which will allow you to unlock a user’s account if they are locked out because of failed attempts to log in.

Once you are satisfied with the edits you have made to the user you can click the Save button in the lower right.

You can access the Admin window again by clicking View next to the user’s name.

Adding a Restricted Admin

After navigating to the Users Page click Create New User in the upper left and select Create New Restricted Admin.

This will bring up the Add New Restricted Admin User window.  This is where you will enter your admin’s information.  You are required to add a First Name, a Last Name, an Email, a Login, a Password, and select a Time Zone.  The Login and Email should match.

You can toggle to see or hide the password with the eye and crossed out eye buttons in the Password field. This is for convenience only and your password will not be shared with others.

After you have entered all of your user’s information you will want to Choose which sections of Fleetmatics Work you would like your Restricted Admin user access to. You can select from each section of WORK to give and restrict a Restricted Admin’s access to various sections of your WORK account.  To select or deselect a section, click the check box next to the name of that section.

*We do not recommend leaving Allow To Delete Jobs on at all times to avoid accidentally deleting jobs.

**Remember that these options are stacking.  In order to be able to properly use a section of WORK the admin must have access to all sections with related information.  For example if you want a Restricted Admin to be able to create Jobs for new Clients, they need to first have access to Clients in order to do so.

After you have made your selections click Save, which will bring you back to the Users page.  You can also click Save and Add Details which will bring you into the users Restricted Admin window.

At the top of the Restricted Admin page there are a number of tabs.

  • Details is where you can view and edit the user information.
  • Custom Fields is where you will find any User Custom Fields you have created in the system. *The User Custom Fields are only viewable from the user details window.

Please Note: User Custom Fields are not available to customers who purchased after September 15, 2015. 

  • Leave Details is where you can add and view the times that your user is on Leave.  Please see scroll down in this document to learn more on Leave.
  • Documents is where you upload documents that pertain to your users.  Please scroll down in this document to learn more about Documents.
  • Audit History is where you can keep track of who creates and edits the User.

On the Details tab of the Restricted Admin window there are 2 check boxes

  • Active which will activate or deactivate the user. If this is checked off the user is Active.  *This feature is only available for customer who signed up before January 19th

  • Account Locked Out which will allow you to unlock a user’s account if they are locked out because of failed attempts to log in. 

Once you are satisfied with the edits you have made to the user you can click the orange Save button in the lower right.

You can access the User Information screen again by clicking View next to the User’s name.

Adding Leave

Leave allows you to put in vacations for your Admins and Restricted Admins that will show in their User information in WORK.  To add new leave go to Settings under your name in the upper right of the page.

Once in your settings go to Users under Team Settings.

This will bring you to your Users page.  To select the user you would like to add leave for please click View next to their name.

This will bring up your User’s details.  At the top of the window navigate to the Leave Detail tab.

This will show a list of any leave the User has taken.  If you would like to add new leave click the Add Leave button in the upper left of the of the window.

This will bring up your Add Leave window.

To set the start and end dates of the leave select a date from the calendar icon next to Leave Start Date and Leave Finish Date.

Next you will want to add in the reason for the leave in the Reasons field.

If you would like to you can add any notes about the leave in the Notes field.

 

To save the leave click the Save button in the lower right hand of the window.

After saving the leave will appear listed on the Leave Detail tab. 

If you would like to view the leave details click View on the right of the page.

To delete leave click Delete next to the desired leave.

Once you have added your leave it will appear in the Scheduler, blocking off the desired date range.

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