Users – Types and Permissions

Roles

When a user is created you can define a user Role. Trueroute Roles are a simple hierarchy that allows individuals to have different access to information visibility and permission to edit.

Your organization has these default roles:

• Operator – This is the root account of the organization. This user role can access and edit any and all information.
• Manager – A manager is intended to be a person of trust, and can also create and edit all information, but can selectively have certain restrictions placed upon them.
• Collector – The is the lowest level of account type, and by default can only view information via the web portal.
• Franchise – This is intended for owners of multiple locations that you service. This allows them to be able to view activity and create reports for only their own locations.
• Sales Rep – If you have an agent that is only responsible for bringing on new locations, this role will allow a user to view their associated locations performance and details.

Permissions

In the permissions view you can select to edit your own Company’s default permission profiles or override and add or remove abilities for unique users. If you load the page and leave the ‘Select a user or edit defaults‘ field as ‘Global Rules for New users‘ then you will be overriding system defaults for your company. Editing these will not change a users current abilities–it only defines defaults applied upon user account creation. In order to edit a users abilities, select a unique user then change their role using the ‘Select user role‘ selector. When you select a new role, those details will be populated to the right. Here you can select and deselect abilities as needed.

Note: By default a collector role user can only see Locations that they have been specifically assigned to. Inside of your ‘My Company‘ page you can toggle this restriction to allow any Collector role account to view all locations.

Supervisors and Assigned Collectors

In the scenario where a person’s Collection adjustments need to be monitored, there is a special tool where you can assign a users Supervisor. Any time that a collector adds an adjustment over a certain monetary value and saves their Collection Session, the assigned supervisor is notified via the TrueRoute app that a large adjustment was made, and it was done by which user at what location.

This value can be adjusted for the org inside Settings > Adjustments, at the top of the page as “Supervisor Notification Threshold”

One user can have multiple people as Assigned Collectors as well, allowing one person to have more coverage over a group of Collectors in the field. In the ‘Add Collector field simply start typing the name of the person you wish to associate, and the available user will be filtered

Franchise Accounts

A Franchise Account is specifically not meant for employee usage. In the scenario where you have many machines installed in a chain of stores that are all managed by a single person (e.g. the chains’ owner), you can create an account for them to view all of their locations’ activity. They will be able to login in and view locations that have been specifically assigned to them, but they cannot see all information.

A Franchise user can view Locations, Collections and Reports on their locations only. Any report they run will be limited to their own locations.