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      Create a Texada Web and/or Texada Mobile User in SRM

      Describes the minimum required steps to create a new logistics manager or service manager user in SRM (Systematic Rental Management).

      Type

      How to

      Audience

      SRM Administrator

      Products

      SRM, Texada Web, Texada Mobile

      Before You Begin

      Required: Valid SRM account, valid Texada Web account, valid login credentials and access permissions, existing security role with assigned permissions and menu access, existing division

      Context

      Create a Texada Web and/or Texada Mobile user in SRM to allow them to access the applications to take advantage of their functionality.

      Note: This article covers the minimum required steps to create users and grant them Texada Web and/or Texada Mobile access. For more detailed coverage of creating a user, see “Create a Texada Web/Mobile User in SRM”.

      Divisions and Locations

      The division and location the user is assigned to during the creation process is vitally important. You can enable a user to view the information related to one, some, or all divisions and locations in Texada Web and/or Texada Mobile. Setting this up for a user has a dramatic effect on the data they have access to. See “Add a Texada Web and/or Texada Mobile User to Multiple Divisions in SRM” for more information on how to add a user to multiple divisions. 

      In addition, when setting up a user for multiple divisions, you have the ability to set different security roles for each division, giving you full flexibility in terms of what your users can see and do in Texada Web and/or Texada Mobile. For example, a user might have permission to edit a work order in one division but only view work orders in another. See “About Permissions and Menu Access in Texada Web and Texada Mobile” for more information on controlling what users can see and do. 

      Drivers and Technicians

      When creating a driver or technician user, there are additional steps required for each role that are not required for the other roles. This step adds the drivers or technicians to any driver or technician selection dropdowns in certain parts of Texada Web and/or Texada Mobile, such as work orders or tickets. 

      Steps

      To create a Texada Web and/or Texada Mobile user, do the following:

      1. In SRM, navigate to System Maintenance > Configure System Settings > Security > General Settings
      2. Next to Operators, click more optionsFLWAUsersCreate1-8
        The Operators popup opens
        FLWAUsersCreate2-2
      3. Click New Operator
        The Add a New Operator popup opens
      4. Type a unique operator number in the Operator field
      5. Click Accept
        Note: By default the user is added to your main division but you can change this afterwards
        The user profile details popup opens
        FLWAUsersCreate3
      6. Type a name for the user in the Name field
      7. Type an email address for the user in the E-Mail Address field
      8. Check Texada Web and/or Texada Mobile Access
      9. Use the Default Division dropdown to do one of the following:
        • Select the division the user can access if the user can only access a single division
        • Select nothing if the user can access only the head office 
      10. Optional: Do one of the following next to Prompt for Division:
        • Click Yes if the user can access all divisions in SRM
        • Click No if the user can only access a single division in SRM
      11. Use the Default Location dropdown to do one of the following:
        • Select the location the user can access if the user can only access a single location 
        • Select nothing if the user can access only head office
      12. Optional: Do one of the following next to Prompt for Location
        • Click Yes if the user can access all locations in SRM
        • Click No if the user can only access a single location in SRM
        • Click Division if the location should always be the same as the division in SRM
      13. Next to Security Roles, click more optionsFLWAUsersCreate4-6 to select the security role(s) for this user profile
        The Assigned Security Roles popup opens and displays a list of security roles that are assigned to the user
        FLWAUsersCreate5-4
      14. Check any security roles that apply to this user profile for this division/location(s)
        Note: You must select a minimum of one security role in order for the user to be able to log in
      15. Click Accept
        The security role permission(s) and menu access are applied to this user role for the selected division/location(s)
        Note: See “Assign Permissions and Menu Access to a Role in SRM for a Texada Web and/or Texada Mobile User” for more information on what permissions and menu access apply to the specific security role(s) you apply to this user
      16. Click Accept
        The user profile is created for this operator code
        The user can log into Texada Web and/or Texada Mobile
        Notes: 
        • The SRM administrator must inform the user that they now have Texada access
        • See “Log In and Out of Texada Web” or “Log In and Out of the Texada Mobile” for more information on how to get started in Texada Web and/or Texada Mobile
        • You may receive a message notifying you that there are more users set up than you are currently licensed for. If this occurs, you can disable some of the users to free up licenses or contact sales@texadasoftware.com to arrange for more licenses

      Next Steps

      Assign Permissions to a Security Role in SRM for a Texada Web and/or Texada Mobile User   Enable an SRM User to Access Texada Web and/or Texada Mobile as a Driver
       

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