Assign Permissions and Menu Access to a Role in SRM for a Texada Web and/or Texada Mobile User

Describes how to assign access permissions and menu access to a Texada Web and/or Texada Mobile security role in SRM (Systematic Rental Management) for drivers, logistics managers, service managers, and technicians.

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

Optional: Security roles created for driver, logistics manager, service manager, and technician

Context

Once you create a security role, you can assign permissions and menu access to that role. The permissions and menu access are what dictate what users assigned to a particular security role can see and do in SRM, Texada Web, and Texada Mobile. 

For more information on creating the required security roles for Texada Web and Texada Mobile, see “Create a Security Role in SRM for a Texada App User".

For more information on which permissions and menu access to assign to a specific security role, see "About Permissions and Menu Access in Texada Web and Texada Mobile".

Steps

To assign permissions and menu access to a security role, do the following:

1. In SRM, navigate to System Maintenance > Configure System Settings > Security > General Settings
2. Next to Security Roles, click more options
   The Security Roles popup opens and displays the list of existing security roles
   
3. Select the role you need to add permissions for
4. Click more options under Permissions
   The Security Role Permissions popup opens
   
5. Next to Fleet/RentalLogic, click more options (Note: FleetLogic and RentalLogic have been renamed Texada, however, the branding may still appear in a few places in SRM)
   The FleetLogic/RentalLogic popup opens
   
6. Check any required/optional permissions you need for this security role
   Note: See “About Permissions and Menu Access in Texada” for more information on which permissions you need to set for which security role 
7. Click Accept
8. Click OK
9. Click more options under Menu
   The Menu Security popup opens
   
10. In the left-hand panel, navigate to the menu option you need to grant access to for this security role
11. Click the menu option then click Add
    Note: See “About Permissions and Menu Access in Texada Web and Texada Mobile” for more information on which menu access options you need to set up for this security role
12. Click Apply
13. Click Accept
    The permissions are created and applied for the security role
14. Repeat steps 3-13 for as many security roles as you need to assign permissions to
    Note: Ensure that you set up permissions for the following roles: Driver, Technician, Service Manager, and Logistics Manager

Next Steps

Create a Security Role in SRM for a Texada Web and/or Texada Mobile User		Create a Texada Web and/or Texada Mobile User in SRM
		Create a Texada Web and/or Texada Mobile Driver User in SRM
		Create a Texada Web and/or Texada Mobile Technician User in SRM

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