About Users in Texada Web and Texada Mobile

Describes the different types of users in Texada Web and Texada Mobile.

Type

Conceptual

Audience

All

Products

Texada Web and Texada Mobile

Description

Describes the different types of users in Texada Web and Texada Mobile.

In This Article

• User Types
• Security Roles
• Permissions and Menu Access
• Division and Location Access
• Driver and Technician User Roles
• Managing Users, Security Roles, Permissions, and Menu Access

Body

Users are the different employees that have a Texada Software user profile and valid login credentials. Users log in to the application and use the functionality in either or both the web and mobile applications.

Each user in Texada Web and Texada Mobile has their own profile containing their personal information. User profiles are currently created and managed in SRM (Systematic Rental Management). 

When you create a user, you assign them to a security role. Security roles are customizable sets of permissions that control what users can see and do in the application. Security roles are created and managed in SRM for all Texada Web and Texada Mobile users. 

Security permissions enable you to create a nearly infinite number of specialized user roles that match the specific workflow of your company. For example, you can create several different types of technician users. One type of technician may have permission to complete a work order, but not create them, since their supervisor must do that. Another type may not have such restrictions. 

User Types

Texada Web and Texada Mobile support the workflows of a diverse array of users. Use the following table to learn about the different types of typical users you might find in Texada Web and Texada Mobile.

Security Roles

A user’s security role in Texada Web, Texada Mobile, and SRM largely determines what they can see, search, add, edit, and delete, as well as any other actions in the application. Texada Web requires, at a minimum, the following types of user roles:

• Driver
• Logistics Manager
• Service Manager
• Technician

Note: You can add other types of user roles beyond these core roles, but these are required in order for SRM, Texada Web, and Texada Mobile to function together. 

Security roles serve as containers for groups of related permissions and menu access that directly control what that user role is capable of within the application. For example, you can set whether a Driver user has access to work orders in Texada Web and Texada Mobile and SRM.

User profiles typically correspond to specific security roles in SRM and Texada Web and Texada Mobile. For example, for drivers, there will typically be a corresponding driver security role.

Permissions and Menu Access

Permissions control what menu options and functions users can view in SRM, Texada Web, and Texada Mobile. Menu access controls what menu options the user can interact with. 

When you add a new user, you must assign them to a security role that matches their user role. When you do so, the user is automatically assigned any permissions and menu access that are associated with that security role.

Note: You can add a user to more than one security role. If you do so, the permissions and menu access for the roles are cumulative. For example, if you assign a user to a driver role that has permission to view tickets, and a technician role that has permission to view work orders, the user will have permission to view tickets and work orders, even though individually, each role only allows one of those permissions. 

Division and Location Access

It is important to be aware of the division(s) and location(s) you associate a user with. Each user can be associated with as many or as few divisions and locations as you require. Most importantly, you can set up a user with a different security role for each division you associate them with, providing you with complete flexibility as to what your users are able to see and do in the application. See “About Divisions and Locations in Texada Web and Texada Mobile” for more information on access to divisions and locations. 

Use the following diagram to understand the relationship between security roles, permissions and menu access, user roles, and divisions:

1. Security roles form the foundation for all user roles. Security roles are also a container for permissions and menu access
   Note: Security roles are mandatory, but it is possible (though not recommended) to have no permissions or menu access associated with that security role. Therefore, permissions and menu access can be considered optional.
2. All user profiles must have at least one security role associated with them and can have any number of permissions and menu access. 
3. Each user profile must be associated with a division.
   Note: If you need to associate a user profile with multiple divisions, you must create a new profile for that user for that division and link it to your first one. You can associate a user with 2, 10, or any number of divisions for as many users as required.
4. The combination of security roles, permissions, menu access, user profiles, and divisions results in whether the user has access to Texada Web and Texada Mobile and what they can see and do once they access the application.

Driver and Technician User Roles

The driver and technician user roles require additional set up in SRM that other roles do not, due to the large amount of functionality they make use of in Texada Web and Texada Mobilec. This step adds the users to their respective driver and technician selection dropdowns for work orders, tickets, etc. in Texada. This setup occurs exclusively in SRM. See “Create a Texada Driver User in SRM”  or "Create a Texada Technician User in SRM" for more information. 

Managing Users, Security Roles, Permissions, and Menu Access

Use the following chart to understand where users, security roles, permissions, and menu access are created, edited, and deleted:

Next Steps

		About Permissions and Menu Access in Texada Web and Texada Mobile

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