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--- support:dispatch:user_roles_and_security [2010/12/14 14:48]
edmondsj created
+++ support:dispatch:user_roles_and_security [2010/12/14 15:16] (current)
edmondsj
@@ Line 1: / Line 1: @@
 ====== Ranger security ======
-Ranger allows a company to set up any number of users, and specify different roles for each user.
+Ranger allows a company to set up any number of users, and specify different roles for each user.  In this way, the company can customize usernames to specific jobs.
+===== Add/edit a user =====
+  * Usernames must be unique throughout Ranger.  In other words, no two companies can use the same username.
+  * Every company must have at least one user with the ''Admin'' role.
+  * Any user configured with either the ''Admin'' or ''Configure company'' role can configure users.
+  * Log into the Ranger web site with any username that has either the ''Admin'' or ''Configure company'' role.
+  * Navigate to ''Configuration/Company setup/Users'' menu item.  This will open the ''Users'' screen shown below.
+{{:support:dispatch:user_roles_setup_2.jpg|}}
+  * The list to the right displays all existing users for the company.  To edit or delete a user, click on the user in the list.  It will populate the details panel in the middle of the screen, as shown below.
+  * To create a new user, click the ''Reset'' to clear out all details, fill in the details of the new user, and click ''Save''.
 {{:support:dispatch:user_roles_setup.jpg|}}
+===== Role definitions =====
+^Role^Definition^
+|''Admin''|This role can essentially perform any operation on the website in configuring the company or running reports.|
+|''Dispatch''|For DispatchDirect, this role grants the user access to the dispatch screen, and allows users to assign drivers to jobs.  //For Tracker users, this role has no effect.//|
+|''Create job''|This role allows the user to create jobs from the dispatch screen.  //For Tracker users, this role has no effect.//|
+|''Update job''|This role allows the user to update existing jobs from the dispatch screen.  //For Tracker users, this role has no effect.//|
+|''Delete job''|This role allows the user to delete/cancel existing jobs from the dispatch screen.  //For Tracker users, this role has no effect.//|
+|''Map''|This role grants the user access to the company map.|
+|''Configure company''|This role grants the user access to screens that configure company information.|
+|''General reports''|This role grants the user access to the following reporting areas: ''Connection dashboard'' screen and all reports under the ''Reports'' menu.|
+|''Job status report''|This role grants the user access to only the job status report.  This might be used to grant a third party access to only view job statuses.|
+|''Map only''|This role grants the user access to only the company map.  When the user logs in, the site will automatically redirect the user to the map.|
+|''Web job entry only''|This role grants the user access to only the web job entry.  This might be used to grant a third party, such as a automobile dealership, access to submit jobs to the company.|

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