26SI Series Alternator – Manage Users

Set Up New Users

There are four different types of user roles that are available in EquipmentManager. The tables below list the four types of roles. Under each of the roles the permissions that are available for that role are listed.

Table 1
Customer User Permissions    
Features     Administration    
Hours and Location     Groups    
Map     Create Groups    
Start/Stop Times     Modify Groups    
View SMU history     Delete Groups    
View Location History     Assign Groups (to user level)    
View Status History     Assign Groups (to user level)    
Time & Geo Fence     Manage Hardware    
Update Status     View General Registry    
Setup Fence     View Digital Registry    
Enable/Disable     View Transmission Registry    
View Alarm History     Product Link Module Search    
View Status History     Event Tracking    
Planned Maintenance     None    
Request quote     Upload Data    
View Planner     Repair History    
Enter PM Notes     Refueling History    
Mark PM Complete     Manage Exiting User    
View Checklists     Limited to Customer User Level    
View Parts lists     Time and Geo. Fence Descriptions    
Major Repair     Inclusive / Exclusive Descriptions    
Request Quote     Time Based Descriptions    
View Planner     Manage Planned Maintenance    
Mark Repair Complete     Customize PM Intervals    
View History Details     Edit PM Check List    
Fuel Information     Customize PM Schedule    
View Fuel Level History     General    
View Fuel Level Graph     Search    
View Fuel History     Export    
View Status History     Preferences    
Update Fuel Level Status     Equipment Details    
Fault Codes     Registration Details    
View Fault Code History     Optional Permissions    
Update Fault Code Status     Order Parts (1)    
View Status History     OTA Configuration    
View Troubleshooting Procedures (2)     Send Commands    
Reports     Address Book    
View Product Usage Report     Event Reactions    
View Product Monitoring Report        
View OM&M        
View Equipment Usage Summary        
( 1 ) Contingent on Partstore access
( 2 ) Contingent on SIS access
Table 2
Customer Administrator Permissions    
Features     Administration    
Hours & Location     Groups    
Map     Create Groups    
Start/Stop Times     Modify Groups    
View SMU history     Delete Groups    
View Location History     Assign Groups (to user level)    
View Status History     Delete Group Assignments    
Time & Geo Fence     Manage Hardware    
Update Status     View General Registry    
Setup Fence     View Digital Registry    
Enable/Disable     View Transmission Registry    
View Alarm History     Product Link Module Search    
View Status History     Over the Air Commands    
Planned Maintenance     Send Commands    
Request quote     Event Tracking    
View Planner     Address Book    
Enter PM Notes     Event Reactions    
Mark PM Complete     Upload Data    
View Checklists     Repair History    
View Parts lists     Refueling History    
Order Parts (1)     Manage Exiting User    
Major Repair     Customer User or Admin Level    
Request Quote     Time and Geo. Fence Descriptions    
View Planner     Inclusive / Exclusive Descriptions    
Mark Repair Complete     Time Based Descriptions    
View History Details     Manage Planned Maintenance    
Fuel Information     Customize PM Intervals    
View Fuel Level History     Edit PM Check List    
View Fuel Level Graph     Customize PM Schedule    
View Fuel History     General    
View Status History     Search    
Update Fuel Level Status     Export    
Fault Codes     Preferences    
View Fault Code History     Equipment Details    
Update Fault Code Status     Registration Details    
View Status History     Manage Subscriptions    
View Troubleshooting Procedures (2)        
Reports        
View Product Usage Report        
View Product Monitoring Report        
View OM&M (2)        
View Equipment Usage Summary        
( 1 ) Contingent on Partstore access
( 2 ) Contingent on SIS access
Table 3
Dealer User Permissions    
Features     Administration    
Hours & Location     Groups    
Map     Create Groups    
Start/Stop Times     Modify Groups    
View SMU history     Delete Groups    
View Location History     Assign Groups (to user level)    
View Status History     Delete Group Assignments    
Time & Geo Fence     Manage Hardware    
Update Status     View General Registry    
Setup Fence     View Digital Registry    
Enable/Disable     View Transmission Registry    
View Alarm History     Product Link Module Search    
View Status History     Event Tracking    
Planned Maintenance     None    
Request quote     Upload Data    
View Planner     Repair History    
Enter PM Notes     Refueling History    
Mark PM Complete     Manage Exiting User    
View Checklists     Limited to Dealer User or Customer User or Admin Level    
View Parts lists     Time and Geo. Fence Descriptions    
Major Repair     Inclusive / Exclusive Descriptions    
Request Quote     Time Based Descriptions    
View Planner     Manage Planned Maintenance    
Mark Repair Complete     Customize PM Intervals    
View History Details     Edit PM Check List    
Fuel Information     Customize PM Schedule    
View Fuel Level History     General    
View Fuel Level Graph     Search    
View Fuel History     Export    
View Status History     Preferences    
Update Fuel Level Status     Equipment Details    
Fault Codes     Registration Details    
View Fault Code History     Optional Permissions    
Update Fault Code Status     Order Parts (1)    
View Status History     OTA Configuration    
View Troubleshooting Procedures (2)     Send Commands    
Reports     Address Book    
View Product Usage Report     Event Reactions    
View Product Monitoring Report        
View OM&M (2)        
View Equipment Usage Summary        
( 1 ) Contingent on Partstore access
( 2 ) Contingent on SIS access
Table 4
Dealer Administrator Permissions    
Features     Administration    
Hours & Location     Groups    
Map     Create Groups    
Start/Stop Times     Modify Groups    
View SMU history     Delete Groups    
View Location History     Assign Groups (to user level)    
View Status History     Delete Group Assignments    
Time & Geo Fence     Manage Hardware    
Update Status     View General Registry    
Setup Fence     View Digital Registry    
Enable/Disable     View Transmission Registry    
View Alarm History     Product Link Module Search    
View Status History     Over the Air Commands    
Planned Maintenance     Send Commands    
Request quote     Event Tracking    
View Planner     Address Book    
Enter PM Notes     Event Reactions    
Mark PM Complete     Upload Data    
View Checklists     Repair History    
View Parts lists     Refueling History    
Order Parts (1)     Manage Exiting User    
Major Repair     Dealer User or Admin Level    
Request Quote     Customer User or Admin Level    
View Planner     Time and Geo. Fence Descriptions    
Mark Repair Complete     Inclusive / Exclusive Descriptions    
View History Details     Time Based Descriptions    
Fuel Information     Manage Planned Maintenance    
View Fuel Level History     Customize PM Intervals    
View Fuel Level Graph     Edit PM Check List    
View Fuel History     Customize PM Schedule    
View Status History     General    
Update Fuel Level Status     Search    
Fault Codes     Export    
View Fault Code History     Preferences    
Update Fault Code Status     Equipment Details    
View Status History     Registration Details    
View Troubleshooting Procedures (2)     Manage Subscriptions    
Reports        
View Product Usage Report        
View Product Monitoring Report        
View OM&M (2)        
View Equipment Usage Summary        
( 1 ) Contingent on Partstore access
( 2 ) Contingent on SIS access

A user role may only be given to another user by a user that is equal or higher than the user that is being assigned. For example, a Dealer Administrator may create another Dealer Administrator, but a dealer user cannot create a “Dealer Administrator”.

Use the following procedure in order to create a new user:




    Illustration 1 g01698693

    The Dealer Web site with the “Applications” drop-down menu

    (1) “Applications” drop-down menu

  1. Log in to your Dealer Web site. The home screen of Dealer Web site appears.



    Illustration 2 g01244205

    “End User License Agreement”

    Note: If this is your first time to log in to EquipmentManager, then an “End User License Agreement” (EULA) appears. Refer to Illustration 2. Scroll to the bottom of the EULA and click “Accept”. The screen for setting the user preferences will appear. Refer to Systems Operation, “Preferences”.

  1. Select “EquipmentManager” from the “Applications” drop-down menu (1) . Refer to Illustration 2. The home page of EquipmentManager will appear.



    Illustration 3 g01698734

    EquipmentManager home page

    (2) “Administration” tab

  1. From the left navigation, click the “Administration” tab (2) . The “Administration” screen will be displayed.



    Illustration 4 g01698776

    “Administration” screen

    (3) “View” drop-down menu

    (4) “Manage User”

    (5) “Setup a New User” link

  1. Select “Set Up New User” (5) under “Manage User” (4) . The “Setup a New User” screen will be displayed.

    Note: “View” drop-down menu (3) contains same links that appear on the “Administration” page.




    Illustration 5 g01698833

    “Setup a New User” screen

    (6) “Enter a:” field

  1. In the “Enter a:” field (6) , enter a last name or login ID.
  1. Click on the “Display Accounts” button.



    Illustration 6 g01699073

    “Display accounts” on the “Setup a New User” screen

    (7) “Login Id” of a user

  1. Select the “Login Id” of a user (7) to setup from the list of users that appear below the “Display Accounts” button. The “User Permission” screen will be displayed.



    Illustration 7 g01699701

    “User Permissions” screen

    (8) “Enable” radio button

    (9) “User Role” drop-down menu

  1. Select the “enabled” radio button (8) next to “Status” in the “Account Information” section. Select the check box next to the permissions in order to apply the change.
  1. In the “Permissions” section, select a user role for the user from the “User Role” drop-down menu (9) .

    Note: If you selected “Dealer Administrator” or “Customer Administrator”, all of the check boxes next to the available permissions that can be granted to these two users will be selected because an administrator is automatically given all permissions. You will not be able to unselect particular permissions. If you selected “Dealer User” or “Customer User”, the check boxes next to “Manage Group” and “Manage Assignments” will be selected and unavailable. The remaining check boxes will be available for selection.

  1. Click the “Update Permissions” button. The “Do you want to proceed with the assignments?” dialog box will be displayed.



    Illustration 8 g01244272

    Proceed with the “Assignments” dialog box.

  1. Click on “OK”. The “Confirmation – User Permission” screen will be displayed.



    Illustration 9 g01699776

    “Confirmation: User Permissions” screen

    (10) “The user permission(s) have been successfullu updated” message

    (11) Check boxes

  1. The “The user permission(s) have been successfullu updated” message (10) will appear. Also, green check marks in the check boxes (11) will appear in order to indicate that the user was given that specific authorization. Select “OK”. The “Setup a New User” screen will be displayed.



Illustration 10 g01699797

“Setup a New User” with a “No results found for the search” message

(12) “No results found for the search” message

The last name or login id that was entered in Step 5 will appear again in the “Enter a:” field. Below the “Display Accounts” button, a message will appear that reads “No results found for the search” (12) . This is because the user that you added no longer appears in the list of users that are not registered with the EquipmentManager application. Your newly created user now appears in the list of existing users.

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