This article is for Reveal administrators.
You can use the Users and roles section in Admin to:
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Create new users
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Edit existing users
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Invite up to 25 users at the same time via email. These users can then complete their own profiles.
To create a user:
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Go to Account profile > Admin > Users and Roles > User List and click CREATE A NEW USER.
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Enter the user’s details (first name, last name, and mobile number).
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Add an email address. This is used as their username when logging into Reveal.
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Create a password using at least eight characters and share it with the new user.
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If you have administrator access, and you want the new user to be an administrator with full access to all product areas and resources, select the Administrator checkbox. Alternatively, you can grant access to specific areas of Reveal by checking the box beside the areas you want the user to have access to next to Set Permissions.
If you have Reveal Pro, there are additional steps. See Creating and editing users for more.
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Click Save.
Within Set Permissions, you can choose what level of access the user has to each area of Reveal.
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Full access grants the same access to all areas of Reveal, as a full administrator.
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Read Only access allows users to view information, but not make any changes.
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Disabled access will completely hide that section from the user. For example, the user may see only 6 of the main tabs instead of 7, or may only have access to Reports. This is typically decided based on the user’s job role within your organization.
After making your selections, click Done.
We recommend you create users on your account before creating groups.
If a user does not have full administrator access, which gives access to all groups, you will also need to select which specific groups the user will have access to.
To assign user groups in the user profile:
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Click the Groups Access link.
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Click the checkbox next to each group you want the user to have access to.
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You can select Entire Fleet, or choose a specific group or groups.
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After making your selection, click Done.
Marking a user as a driver:
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If the user is also going to be a driver, check the Yes, this user is a driver checkbox.
There is an email address field in both the user and driver profile records. If you add the driver profile first, you will not be able to use the same email address when creating the user profile, and the profiles will not be linked together.
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Verify the Time Zone, Language and Region selections.
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After entering the required information, click Save.
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The new user will be displayed on the User List.
Other uses for the User List:
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Editing or deleting user details
You can add, delete, and edit a user's details from the User List.
To delete a user's profile, click the trash can icon.
To edit a user's profile, click the pencil icon.
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Reset user's password
You can reset the user's password, or deactivate the user's profile by accessing it from the User List.
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SMS Opt-In Status
From the User List, access the User Profile and see if the user has opted in to receive text messages. If they have not, you can send them a request to ”opt-in”. To do this, the user's mobile number must be entered. You can send up to four requests.