How to Add users to Omnitracs XRS

How to Add users to Omnitracs XRS

Administrators may add users to Omnitracs XRS according to the user's role and what information the user should have permission to access. Users can be added to different parts of existing organizations with a variety of characteristics such as language selection or dashboard view installed to their account.

Procedure

  1. Navigate to Admin > Users. -- The Manage Users window opens.

  1. Select Add User in the upper right corner of the page.



    The Add User window opens.


     
  2. Complete the information in the fields in the General Information tab. Fields with an asterisk (*) are required. See User Field Definitions for detailed information about each tab and field in the window.
  • Organization: Choose the Select button and select the user’s parent organization.
  • Belongs to Resource Groups: Choose the Select button and select the groups to which the user will belong.
  • User Role: From the drop-down menu, select the user's role (level of system access).
  • Dashboard: From the drop-down menu, select the dashboard the user will view.
  • Language: Omnitracs XRS is available in English, French, and Spanish. Select the preferred language from the drop-down menu.
If fields are invalid, a message appears instructing you to correct all fields marked in red. Correct all invalid fields and select Save.
  1. After entering information in the fields, select the Email Password check box so the user receives their access password.
  2. Select the Save button to save the new user and return to the Manage Users window.
  3. Review the new user in the Manage Users window.


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