User and Mobile Roles

Setup accounts for your TrackAbout users from this TrackAbout webpage: Internal Users .

This page is in the TrackAbout Config section of the site. For detailed instructions go to Internal Users.

Each user will be assigned to website and mobile roles. These determine what permissions users have within the system. (See System Administrator Role and Requirements.)

You will be defining the mobile roles for your users below.

Mobile Users

A mobile user is any user that will be using TrackAbout from a mobile device. This includes truck drivers, plant workers, and anyone else who will use the handheld computers.

You will need to setup all of your mobile workers from this Internal Users page.

Important: You will need to decide if your mobile workers will be required to use a password to log into the mobile units. The password is used by most TrackAbout customers to ensure that the person logged into the handheld is authenticated. This is a configuration that TrackAbout support can turn on or off for your entire site. Either you will always require passwords for logging into your mobile units or never require these passwords.

Once you have your mobile users set up, you will be able to set and/or limit their actions via mobile roles.

Website Users

You will also setup website users from the Internal Users page.

The website users must all use passwords to log into the website.

It is recommended that you send your website users a 'Welcome email' from the TrackAbout site that will allow them to setup their own password. In this way nobody knows the user's password except for the user.

If any users do not have an email address, you can set them up with a username instead and manually set their initial password. Once logged in these users can change their password, but they are not forced to change their password.

Having trouble receiving emails from TrackAbout? See this page for information about how our emails are sent out.

Mobile Roles

Managing Mobile Roles

Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to have access to. Mobile roles are necessary whether you are using TrackAbout Mobile 6 or iOS/Android.

Mobile Roles define the permissions and actions that a specific user or group of users is able to perform.

Mobile Roles are set up and managed through the List Mobile Roles page. For more information about how they work and how to set them up, refer to the Mobile Roles wiki page.