User Types are the persona or role assigned to a User. Each User Type has an associated Access Type that has a direct effect on the permissions available when using the system.
Note: AgileField Access Types are default settings in the system and cannot be changed.
|This access is for those using only the AgileField Mobile Application in the field from a smartphone or tablet.|
|Restricted App and Mobile||This access is for those using mostly the AgileField Mobile Application in the field from a smartphone or tablet. |
|App and Mobile||This access is for managers, supervisors, dispatchers, and office workers who need access to the AgileField Control Tower. |
|Super User||This access is designated specifically for Administrator(s) of the AgileField Control Tower and Mobile Application for the company. This access allows for full permissions to everything in the system.|
Each User Type has an associated Access Type to control what a User is able to see and do in the AgileField Control Tower and on the Mobile Application. There are a few User Types pre-loaded (listed below), but new User Types can be created for your company.
|User Type||Access Type||Description|
|Super User||Super User||Has access rights to the entire application functionality and is generally designated as the tool’s Super User for the company.|
|Dispatcher||App and Mobile||Uses the application throughout the day to schedule Users to perform and complete assignments in the field in many cases referred to as a Dispatcher or an Office Worker.|
|Warehouse Manager||Restricted App and Mobile||Generally in the field and use the Mobile Application on a smartphone or tablet to access warehouses, vehicles, and inventory. Has access to all parts of the Mobile Application.|
|Field Technician||Mobile Only||Generally in the field and use the Mobile Application on a smartphone or tablet to access work assignments, document start and end times, make notations, etc.|
*No access to the Warehouse button
Create a New User Type
Use the steps below to create a new User Type within your company’s system.
- From the Control Tower, select the Admin drop down on the top right.
- Select User Type.
- A new User Type tab displays.
- Update the Code and Description fields with your company’s vernacular for system users.
- Select the Access drop down and choose the applicable access type for that user type.
- Select the Save button.
- Complete steps 4 through 6 for each User Type needed.
- When all user types have been created, select the [X] in the User Type tab to close.