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CONTENTS
1. Reset Password ……………………………………………………………… Page 2-32. Adding Agencies to User’s Account ……………………………….. Page 4-53. Changing User’s Inherit Roles ………………………………………... Page 6-7
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CHEVIN FLEETWAV
E ADMINISTR
ATIVE BASICS GUIDE
RESET PASSWORD
1. Options Administration Module User Account Admin
2. In the yellow box search for their accounts. Type in name variation and click search.a. User ID: First Name First initial and last name = FSANZOb. User Name: Their full name: Frank Sanzo
i. If they use a nickname it would be their proper full name Joe =Joseph, Bill = William, etc.
3. Click the EDIT button next to their name
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4. Change their password to something easy/generic (i.e. FS123, Fleet123) and click Save.
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ADD AGENCIES TO USER ACCOUNT
1. Options Administration Module User Account Admin
2. In the yellow box search for their accounts. Type in name variation and click search.a. User ID: First Name First initial and last name = FSANZOb. User Name: Their full name: Frank Sanzo
i. If they use a nickname it would be their proper full name 1. Joe =Joseph, Bill = William, etc.
3. Click the EDIT button next to their name
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4. Click PASSWORD DETAIL tab
5. Click the ‘+’ button (grey middle-right side of screen)
6. Select “Agency” Type in Agency adding Fleet code click Save
a. Agency Fleet code is on the ATA spreadsheet column B “Dept. ID”b. If need to add multiple, repeat the steps above
7. Once done adding the agency codes, click save at the bottom right to save the account changes
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CHANGING USER’S INHERIT ROLES
1. Options Administration Module User Account Admin
2. In the yellow box search for their accounts. Type in name variation and click search.a. User ID: First Name First initial and last name = FSANZOb. User Name: Their full name: Frank Sanzo
i. If they use a nickname it would be their proper full name 1. Joe =Joseph, Bill = William, etc.
3. Click the EDIT button next to their name
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4. Select Inherits From drop down
a. Select the new role and click SAVE.b. Role options (all start with ‘_’ in User Account Admin. screen) Examples below are not all options:
i. Agency Mileage/Billing: Agency mileage entry and billing review roleii. AgencyMileage: Agency mileage entry role
iii. ATA: The ATA role, similar to Agency Mileage/Billingiv. Business Office: Agency Billing Reviewv. HomeGarage: Home Garage role, no personal utilization
vi. H2O: Home garage role, with fringe benefitsvii. Office Asst/Acting Supv: Garage office roles (i.e. Dawn in Norwich or Steve Phillips in
Wethersfield)viii. Technicians: Garage techs.
ix. Garage Supervisor: Garage supervisorsx. Parts Inventory: Parts Room
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