Manage Users
A user's role determines the features the user can access. The Admin role is reserved and grants permission for all features in all applications. For detailed information about settings, click ?.
To add or change user information
You cannot change a user ID as it is used to login. If you need to change the user ID, you must delete and re-add the user.
User preference
changes take effect the next time the user logs in.
To delete users
When you delete a user, he or she is prevented from using any Services Portal software, even if currently logged in.
- In Administration, click the Users tab.
- Click the user's ID.
- When you have verified that you want to delete the user, click Delete User.
- Click the option that best suits your needs:
- Delete User (Permanent)
- Lock Out User
- Cancel
If you choose Delete
User (Permanent) the user is deleted, but his/her ID is retained in the system
because there are history records that reference the ID. After you delete a
user, you cannot reuse the user ID if the user returns or you have someone with
a similar name.
If you choose Lock Out User, the user is just locked out and can be unlocked later if the user returns.
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