A Guide On Multiple Users On Detrack

Back to Blog

A Guide On Multiple Users On Detrack

In the month of August, Detrack has launched a revamped user interface for enhanced user experience as well as the much anticipated multiple users / sub-accounts and contacts (address book).

Now you can add multiple users with varying rights on Detrack for your managers, sales support staff, customer service officers, packers or any person who can benefit from the data fed into Detrack.

Below is a quick summary of the user types you can add and their rights:

Manager

1) Has access to all the information in the organization database on Detrack’s web App.
2) Able to utilize the filter and search functions.
3) Able to add in contacts.
4) Able to upload deliveries and collections, make changes or edit information.
5) Able to assign drivers to deliveries and edit information.

* Manager can also manually re-sort the jobs assigned to each driver if the owner/admin has enabled the “do not sort” option.

Customer Support Officers (CSO)

1) Has access to all the information in the organization database on Detrack’s web App.
2) Able to utilize the filter and search functions.
3) No editing and uploading rights.

* CSO can also manually re-sort the jobs assigned to each driver if the owner/admin has enabled the “do not sort” option.

Customer

1) Has access to all the information in the organisation database on Detrack’s web App.
2) Able to utilize the filter and search functions.
3) No editing and uploading rights.

The owner account will be the only person who has the rights to access the Settings, Add Users, Add Vehicles and access the Billing Section. The Manager can do all the operational tasks with the exception of the additional access rights the Owner has as mentioned above.

The CSO and Customer will be able to view all the data and search for a particular delivery but without any editing rights. The Customer role now behaves very much like the CSO, more will be added to this section under our development pipeline.

Dispatcher

1) Has access to all the information in the organization database on Detrack’s web App.
2) Able to utilize the filter and search functions.
3) Able to assign drivers to deliveries.
4) No editing of other data except assigning and reassigning drivers.
5) No uploading rights.

* Dispatcher can also manually re-sort the jobs assigned to each driver if the owner/admin has enabled the “do not sort” option.

So, how can you get started on adding Users / Sub Accounts?

Simple. First log on to Detrack’s dashboard and click on the tab “Users” > “Add Users” and you can start adding in a new user by entering their name, email and role assigned. That’s it, done.

For users who have an existing Detrack account, you will be able to switch views from your personal account to the organization where you have been added as a user (Manager, CSO or Customer) by clicking on the top right tab and selecting the organization view you wish to have from a drop-down menu.

For newly added users who do not have an existing account with Detrack, an email will be sent for this new user to create a password to access the organization’s Detrack dashboard.

Should you encounter any problems with Detrack’s user creation feature or have a question to ask please drop us a note at info@detrack.com and Team Detrack will be with you shortly.

Share this post

Comment (1)

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Back to Blog