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Enable an SRM User to Access FleetLogic as a Technician

Describes how to grant FleetLogic technician access to an SRM user.

Type

How to

Audience

SRM Administrator

Products

SRM, FleetLogic web and mobile applications

Before You Begin

Required: Valid SRM account, valid FleetLogic account, valid login credentials and access permissions, existing SRM user, existing division, existing location

Context

Enable an SRM user to access FleetLogic to allow them to access the FleetLogic web and/or mobile applications to take advantage of their functionality.

Note: This article covers the minimum required steps to enable FleetLogic access as a technician for an existing SRM user. For more detailed coverage of creating a user, see “Create a User in SRM”.

Divisions and Locations

The division and location the user is assigned to during the process is vitally important. You can enable a user to view the information related to one, some, or all divisions and locations in FleetLogic. Setting this up for a user has a dramatic effect on the data they have access to. See “Add a FleetLogic 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 FleetLogic. 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 FleetLogic” for more information on controlling what users can see and do. 

Drivers and Technicians

When enabling a driver or technician user, there are additional steps required for each role that are not required for the other roles. These steps add the driver(s) or technician(s) to any driver or technician selection dropdowns in certain parts of FleetLogic, such as work orders or tickets. 

Unlike when you enable a driver user, when creating a technician user, you must first add them to the list of technicians in SRM. When you add the user to the list of technicians, you obtain an employee number for them. You can then add this employee number to the user profile you enable for that technician. 

Note: See “Enable an SRM User to Access FleetLogic Access as a Driver” for more information on how to enable a driver user.

Steps

  1. In SRM, navigate to System Maintenance > System Configuration Settings > Operations tab > General Settings
  2. Next to Time Charge Operators, click more options
    The Time Charge Operators popup opens and displays a list of technicians at your company
  3. Click Add
  4. Use the Employee # field to select the employee that corresponds to the user
  5. Type the user’s last name in the Last Name field
  6. Type the user’s first and last name in the Full Name field
  7. Type a unique driver identifier in the Driver field
  8. Use the Division dropdown to select the division the user is associated with
    Note: Leave the dropdown blank if they are associated with all divisions
  9. Use the Employee Type dropdown to select the employee type that corresponds to the technician user role
    Note: This list is unique to each company
    The user is added to the list of technicians
  10. In SRM, navigate to System Maintenance > Configure System Settings > Security > General Settings
  11. Next to Operators, click more options
    The Operators popup opens
  12. Double click the user profile you need to enable to access FleetLogic
    The user profile details popup opens
  13. Type or search for the employee number from Step 4 in the Employee Number field
  14. Check FleetLogic Access
  15. Use the Default Division dropdown to do one of the following:
    1. Select the division the user can access if the user can only access a single division
    2. Select nothing if the user can access the Head Office only
  16. Do one of the following next to Prompt for Division:
    1. Click Yes if the user can access all divisions
    2. Click No if the user can only access a single division
  17. Use the Default Location dropdown to do one of the following:
    1. Select the location the user can access if the user can only access a single location
    2. Select nothing if the user can access the head office only
  18. Do one of the following next to Prompt for Location
    1. Click Yes if the user can access all locations
    2. Click No if the user can only access a single location
    3. Click Division if the location should always be the same as the division
  19. Next to Security Roles, click more options to select a security role for this user profile
    The Assigned Security Roles popup opens and displays a list of security roles that are assigned to the user
  20. 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
  21. 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 FleetLogic User” for more information on what permissions and menu access apply to the technician role
  22. Click Accept
  23. Click Accept
    The user can log into FleetLogic
    Notes
    • The SRM administrator must inform the user that they now have FleetLogic access
    • See “Log In and Out of the FleetLogic Web Application” or “Log In and Out of the FleetLogic Mobile Application” for more information on how to get started in FleetLogic
    • 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

Create a FleetLogic Technician User in SRM   Log In and Out of the FleetLogic Web Application
 

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