About Users in GateWay

Provides a conceptual overview of the different types of user roles in GateWay.

Type

Conceptual

Audience

All

Products

GateWay

In This Article

Body

What you see and what you can do in GateWay are regulated by the type of user profile you have. This extends to which GateWay components you use, such as the customer access portal. 

Types of Users

Use the following table to learn about the different user types in GateWay, along with what components each type can access, and what they have permission to do in each component

User Role Description Can Access Permissions Available
GateWay Administrator The highest level of access permissions

Maintains all aspects of GateWay for all your customers and their companies
administration panel
  • Create company administrators for all customer companies
  • Edit user permissions for all users for all customer companies
  • Delete users (except GateWay Administrators)
  • Can create a secondary customer access portal account for themselves
Company Administrator The user at one of your customers’ companies with the highest level of access permissions.

Is in charge of managing all the individual users in their company only

Can manage multiple companies
customer access portal and ecommerce website
  • Add users (except administrators), for their company only
  • View and edit user profile details
  • Inactivate users
  • View and edit customer access portal data for modules that GateWay Administrator provides access to
  • Shop ecommerce
Salesperson A member of the sales team at your company

Typically facilitates rentals or purchases for your customers

Educates your customers on how to use customer access portal and ecommerce

Can view multiple companies’ information if they are assigned to them
Customer access portal and ecommerce website
  • View and edit own user profile details
  • View and edit the customer access portal data for modules that GateWay Administrator provides access to
  • Shop ecommerce
Customer - With Access Your customers’ companies and individual contacts at those companies

Have registered in the customer access portal or have pre-existing information in your SRM application

Use the customer access portal to view their rental and invoice information

Use ecommerce to shop your equipment

Can view multiple companies’ information if they have pre-existing information for multiple companies in SRM
customer access portal and ecommerce website
  • View and edit own user profile details
  • View and edit the customer access portal data for modules that GateWay Administrator provides access to
  • Shop ecommerce
Customer - No Access Your customers’ companies and contacts at those companies who have registered in the customer access portal but do not have pre-existing information in your SRM application ecommerce
  • View orders
  • Shop ecommerce
Guest Potential customers’ companies, or individual contacts at those companies who browse your equipment in ecommerce, but have not registered ecommerce
  • View orders
  • Shop ecommerce

Note: Access permissions can differ for the same user from company to company. For example, a customer user can have access to the customer access portal and ecommerce in Company 1, but only have access to ecommerce in Company 2. 

Relationship of Users to GateWay’s Components

Your company structure is unique, as is your relationship with your customers. You can use the flexibility of GateWay’s user structure to set up your application in a way that reflects that unique arrangement.

 

Basic Arrangement

At a basic level GateWay is set up as follows:

  • Your company’s GateWay has its own administration panel that governs the behavior and content of the customer access portal and ecommerce components. 
  • You appoint one of your personnel as a GateWay Administrator whose main purpose is to set up and maintain the administration panel. 
  • If your company has salespeople, you can add them as users so that they can work closely with certain customers (such as assisting ABC Construction with the customer access portal in this example) to assist them with using GateWay’s functionality.
    • Note: Depending on how they are set up, your salespeople can view the information for multiple companies in order to assist them
  • Depending on their needs, your customers companies exist as distinct users that have access to your company’s customer access portal, ecommerce, or both. In this example, ABC Construction is a customer company that has access to the customer access portal and ecommerce website, while 123 Building has elected to only use ecommerce.
    • Note: each company can only see their own customer access portal and ecommerce website by default
  • Each company might have multiple contacts, each with their own user account. These users take the form of customers with access, customers without access, or guests.

 

Advanced Arrangement

You can add additional layers of complexity to incorporate sister/child companies for your customers, as well as set up company administrators that oversee your larger customers’ user accounts. A more complex arrangement for a single customer might appear as follows:



In addition to the structure of the basic arrangement, the advanced arrangement has several more options:

  • More complex customer companies with different needs can appoint one of their personnel as a Company Administrator user. 
  • The Company Administrator oversees the day-to-day operations of their company’s customer access portal and ecommerce components. 
    • Note: A Company Administrator is only set up to view their own company’s information by default but this permission can be expanded to incorporate multiple companies, subsidiaries, or sister companies.
  • You can add sister company users and provide them with access to the customer access portal and/or your ecommerce website. You can then link these sister companies to the main company and have the Company Administrator oversee them all.
  • In this example, ABC construction has two sister companies, ABC Sister 1 and ABC Sister 2 which are linked to ABC Construction and are overseen by the same Company Administrator.
    • Note: You do not have to link sister companies to the main company.

Creating Users

You can create different types of users depending on your current user permissions and the GateWay component you are currently using. Use the following table to learn where different users are created:

User Type Created By Created In
GateWay Administrator Texada Implementation Team Behind the scenes
Company Administrator GateWay Administrator administration panel
Salesperson GateWay Administrator (Primary) and Salesperson administration panel (primary), customer access portal, and the customer access portal login page
Customer with Access GateWay Administrator, Company Administrator (Primary), and Customer with Access administration panel, the customer access portal (Primary), and the customer access portal login page
Customer without Access GateWay Administrator
Customer (Primary)
administration panel and customer access portal login page (Primary)
Guest Not created N/A

 

Note: You can change a user type in either the administration panel or the customer access portal User Menu if you have GateWay or Company Administrator permissions.

 

See: “Create a User Account in the GateWay administration panel” and “Create a User Account in GateWay the customer access portal” for more information on how to create users.

Updating Users

You can make updates to users’ profiles to varying degrees depending on your user type and the GateWay component you are currently using. Use the following table to learn where and what you can update on a user profile

 

User Role Updated By Updated In What is Updated
GateWay Administrator GateWay Administrator administration panel
  • Login credentials
Company Administrator GateWay Administrator and Company Administrator (Primary) administration panel and the customer access portal (Primary)
  • Profile information
  • Login credentials
  • Access permissions
  • Notifications
Salesperson GateWay Administrator and Salesperson (Primary) administration panel and the customer access portal (Primary)
  • Profile information
  • Login credentials
  • Notifications
Customer with Access GateWay Administrator, Company Administrator, and Customer (Primary) administration panel and the customer access portal (Primary)
  • Profile information
  • Login credentials
  • Notifications
Customer without Access GateWay Administrator
Company Administrator
Customer (Primary)
the customer access portal login page
  • Profile information
  • Login credentials
  • Notifications
Guest <not updated> N/A N/A

 

See: “Edit a User Account in the GateWay Administration Panel” and “Edit a User Account in GateWay’s Customer Access Portal” for more information on updating user profiles.

Deleting Users

You can permanently remove a user account from your list(s) of users if you no longer need the account. Your ability to delete a user account depends on your user type and the component of GateWay you are currently using. Use the following table to learn which users are capable of deleting which users in what GateWay component:

User Type Deleted By Deleted In
GateWay Administrator Texada Software database
Company Administrator
Company Administrator
administration panel
Salesperson
Customer with Access
Customer without Access
Guest <not deleted> N/A

 

See: “Delete a User Account in the GateWay Administration Panel” for more information on deleting users. 

GateWay Users and SRM

GateWay and SRM currently do not share user profile information. Users that are created in GateWay do not appear in SRM and vice-versa.

 

However, when a new user signs themselves up via the customer access portal login page, the user’s email is checked against the list of salespeople or the list of company contacts in SRM. If a match is found, the user is added as a customer with access in GateWay for any companies that they are a match for. 

 

If multiple companies are matched, the user cannot self-register and must be registered by a GateWay or Company Administrator.

 

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