- To create an additional VMS user, click Settings in the navigation bar.
- Select Users from the drop down menu.
- Click New User on the upper right side of the screen.
- Fill in the required fields marked with an asterisk (*).
- Set the role for this user by choosing a role from the drop down menu. Following is a short description of the access level of each role.
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- Manager has access to all aspects of the VMS.
- Driver has access only to his or her assigned and planned routes.
- Money Entry has access to Service History with the ability to consolidate routes.
- Warehouse has access to Warehouse prekitting only.
- Implementation can access the Implementation Tool to build machines.
- Route Manager can access all parts of the VMS except Analytics.
- Technician has access to view tech tickets in the driver apps only.
- Salesman can request the creation of Accounts, Locations, and machines (specifying models, products, pars, and prices).
6. Click Save Changes.