Manage Users

User Type

  • In this model, essentially there seven User types:

User Type

Management Organization

Description

Top Administrators

Manufacturer

Users who will manage all resources

Order Creator Users

Branch

Users who will create Orders on behalf of the Depots

Order Inspector Users

Branch

Users who will inspect and approve/decline the Orders that have been created and submitted by the Order Creators

Route Planner Users

Branch

Users who will perform Route Plan Optimization process for the Orders that have been approved by and submitted from the Order Inspectors

Transporter Administrators

Transporter

Users who will accept/decline the optimized Delivery Routes that have been optimized by and forwarded from the Route Planners

Warehousemen

Depot

Users who will hand over products to the Transporter's drivers (If they belong to the Origin Depot) or receive products from the Transporter's drivers (If they belong to the Destination Depot)

Drivers

Transporter

Users who will operate the vehicles, travel to the Origin Depot, receive products and deliver to the Destination Depot

  • These User types will be allocated into User Groups. Each User Group is assigned different permissions

Create User group

Locate User group list

  • Navigate to Organizations > Group List tab
  • This tab lists all the User groups in your organization
  • You would notice that the Administrator User groups were automatically created for every available organization after those organizations have been created
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  • The Warehousemen User groups will also be created automatically for every available organizations of Depot type, with the User Group Code WAREHOUSEMEN
  • The Driver User groups will also be created automatically for every available organizations of Transporter type, with the User Group Code DELIVERER

Create User group

  • The User group can only be created manually using Web form
  • Please refer to the CRUD functions article to know the general steps about creating single objects using Web form

Basic User group information

  • Below is the list of basic information fields of a User group

Information field

Description & Input

Organization
(Required)

1. Description:
The organization which manages the User group being created
2. Input rules:
Click on this field. Input the Organization Name or Organization Code into the search bar, then choose from the drop down menu
Note:
If the user being created is a Driver, the organization must be of "Transporter" type
If the user being created is a Warehouseman, the organization must be of "Depot" type

Group Code
(Required)

1. Description:
Management code assigned to the user group being created
2. Input rules:
Format: Must not contain spaces
Special notes:
If the User group being created is Driver User group, input the following value into this field (Note: All letters must be uppercase): DELIVERER
If the User group being created is Warehousemen User group, input the following value into this field (Note: All letters must be uppercase): WAREHOUSEMEN
There are no requirements when inputting group codes of Order Issuer; Order Inspector; Route Planners user groups

Group Name
(Required)

1. Description:
Name of the user group being created
2. Input rules:
Format: Free-form

Description
(Optional)

1. Description:
Short introduction about the user group being created
2. Input rules:
Format: Free-form

Assign CRUD rights to User group

  • On the Group Information screen, apart from the basic information fields, you will also see a Module table. This table is where you could enable/disable various modules and corresponding CRUD rights for each User group
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  • To immediately navigate to the CRUD rights of a specific User group, click on the corresponding link in the below table:

User group

CRUD rights

Top Administrators

Click on this link

Order Creators

Click on this link

Order Inspectors

Click on this link

Route Planners

Click on this link

Transporter Administrators

Click on this link

Warehousemen

Click on this link

Drivers

Click on this link

Top Administrator User group

  • Below are the essential CRUD rights you have to assign to this User group

Order Creator User group

  • Before assigning CRUD rights to this User group, you have to make sure this User group can see all Depots under their Branch's management by clicking on Can see Children Organization check box
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  • Next, click on Order Issuer radio box under Order Approval Role field
  • The field Authorized Depot will appear below. This is where you need to select the Depots which you want to grant this Order Issuer User group the authorization to create Orders on behalf of
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  • To select the Depots, click on the field below the Depot text. Input the Organization Code/Organization Name of the appropriate Depots into the search bar, then select from the drop down menu
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  • You can also select all Depots under the Branch by clicking on Access All check box
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  • The selected Depots are hereby called Authorized Depots, and the remaining unselected Depots are called Not Authorized Depots
  • Combining with the Depot types that have been mentioned at the article Manage Organizations, we have a total of six Depot groups based on the authorization: Authorized Internal Depot; Not Authorized Internal Depot; Authorized Customer Depot; Not Authorized Customer Depot; Authorized Supplier Depot; Not Authorized Supplier Depot
  • After selecting the Depots, assign the CRUD rights to this User group as below:
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Order Creating permission
  • You also need to specify the Order Creating permission for this User group. To do this, perform the following steps:
  • Navigate to Organizations > Organization List tab
  • Click the icon Edit of the Branch which manages this Order Creator User group
  • On the form Edit Organization, navigate to the sub-tab More Configuration > Order Creation
  • Here you can configure the Depot group pairs that the Order Creator User Group can create Orders on behalf of
  • Sequentially click on the fields below the text Permission Order's Origin and Permission Order's Destination, select the Depot group pair which you want to grant the Order creating permission to the Order Creator User group
  • For example: If the value selected from the field Permission Order's Origin is Authorized Internal and the corresponding value selected from the field Permission Order's Destination is Authorized Supplier, that means the Order Creator User group is granted the permission to create Orders from an Authorized Internal Depot to an Authorized Supplier Depot
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  • To add more Depot group pairs, click on the button Add Permission to add additional rows
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  • To remove a Depot group pair, click on the corresponding recycle bin icon of that pair
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  • If you accidentally add duplicate pairs, then as you click on the button Save, there will be an error message
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Order Inspector User group

  • Before assigning CRUD rights to this User group, you have to make sure this User group can see all Depots under their Branch's management by clicking on Can see Children Organization check box
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  • Next, click on Order Inspector radio box under Order Approval Role field
  • The Depot field will appear below. This is where you need to select the Depots of which you want to grant this Order Inspector User group the right to inspect orders
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  • To select the Depots, click on the field below the Depot text. Input the Organization Code/Organization Name of the appropriate Depots into the search bar, then select from the drop down menu
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  • You can also select all Depots under the Branch by clicking on Access All check box
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  • After selecting the Depots, assign the CRUD rights to this User group as below:
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Order Approving permission
  • You also need to specify the Order Approving permission for this User group. To do this, perform the following steps:
  • Navigate to Organizations > Organization List tab
  • Click the icon Edit of the Branch which manages this Order Inspector User group
  • On the form Edit Organization, navigate to the sub-tab More Configuration > Order Creation
  • Here, with each Depot group pair that have been created earlier for the Order Creator User Group above, you need to specify for which Depot (Between the Origin and Destination Depot) that this Order Inspector User Group can approve Orders
  • For example: If the value selected from the field Permission Order's Origin is Authorized Internal, the corresponding value selected from the field Permission Order's Destination is Authorized Supplier, the value selected from the field Approval Permission is Destination, that means the Order Inspector User group can approve every Order that originates from an Authorized Internal Depot and will be delivered to an Authorized Supplier Depot as long as the Authorized Supplier Depot belongs to the list of authorized Depot configured above for this User Group
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Route Planners User group

  • Before assigning CRUD rights to this User group, you have to make sure this User group can see all Depots under their Branch's management by clicking on Can see Children Organization check box
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  • Next, click on Route Planner radio box under Order Approval Role field
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  • Then, assign the CRUD rights to this User group as below:
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Transporter Administrator User group

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Transporter Driver User group

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Warehousemen User group

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Create Users

  • Navigate to Organizations > User List tab
  • This tab lists the users in your organization
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  • You have two options to create Users: Using Web form or using Excel template

Option 1: Create single user using web form

  • Please refer to the CRUD functions article to know the general steps about creating single objects using Web form
  • When using Web form, the information fields of a new user must be input in the following sequence to ensure no mistakes:
  1. Organization Name
  2. Groups
  3. Username
  4. Password; Re-password
  5. Email
  6. Phone Number
  7. Full Name

Option 2: Create multiple users using Excel template

  • Please refer to the CRUD functions article to know the general steps about creating multiple objects using Excel template

Basic User information

  • Below are the basic information fields of a User

Information field

Description & Input

Organization Name (Web form); Organization Code (Excel template)
(Required)

1. Description:
The organization in which the user being created belongs
2. Input rules:
Web form:
Click on this field. Input the appropriate Organization Name into the search bar then choose from the drop down menu
Excel template:
Copy the appropriate Organization code on Web app, then paste into this cell
Note:
The Organization Code can be found under "Organization Code" column in "Organizations > Organization List" tab

Groups (Web form); User Group Code (Excel template)
(Required)

1. Description:
User group in which the user being created belongs
2. Input rules:
Web form:
Click on this field. Input the appropriate User group name into the search bar, then select from the drop down menu
Excel template:
Copy the appropriate User group code on Web app, then paste into this cell
Note:
The User group name and User group code can be found under "Group Name" and "Group Code" columns in "Organizations > Group List" tab

Username
(Web form + Excel template)
(Required)

1. Description:
Username of the User being created. The User will use this username to login to Web app/Mobile app
2. Input rules:
Maximum 15 characters
Letters and numbers are inputtable. Special characters (Not letters and numbers) and spaces will not be inputtable

Password; Re-password
(Web form + Excel template)
(Required)

1. Description:
Password of the user being created. The User will use this password to login to Web app/Mobile app
2. Input rules:
Read the password rules in this article: User account setup
Input the same password value into both Password and Re-password fields

Email
(Web form + Excel template)
(Required)

1. Description:
Email address of the user being created
2. Input rules:
Input the correct, existing email address into this field/cell
Note when using Excel template:
You MUST remove all hyperlinks from the email addresses before uploading. Read this article for instruction: CRUD functions

Phone Number
(Web form + Excel template)
(Required)

1. Description:
Phone number of the user being created
2. Input rules:
Format: Numbers only. Must not contain spaces
For example: "090 181 0800" or "090.181.0800" is not acceptable; "0901810800" is acceptable

Full Name
(Web form + Excel template)
(Required)

1. Description:
Full name of the user being created
2. Input rules:
Format: Free-form

Extensive Driver user information

  • Apart from the basic information fields above, there will be some additional information fields for users who are Delivery men (or drivers)
  • On Web form, these information fields will be visible when you click on MORE CONFIGURATIONS

Information field

Description & Input

Vehicle Type (Web form); Type Of Vehicle (Excel template)
(Required)

1. Description:
Type of vehicle operated by the driver being created
One driver can only operate one vehicle type
2. Input rules:
Web form:
Click on this field. Choose the appropriate vehicle type from the drop down menu
Excel template:
Copy the code of the appropriate vehicle type on Web app, then paste into this cell
The code of the vehicle type can be found under "Type Code" column in "Transportation > Vehicle Type" tab

Position
(Web form + Excel template)
(Optional)

1. Description:
Position of the driver being created in the driver user group
2. Input rules:
Web form:
Click on this field then choose from the drop down menu
Excel template:
Input this value into the cell if the driver being created is a Light duty truck driver: LDD
Input this value into the cell if the driver being created is a Heavy duty truck driver: HDD
Input this value into the cell if the driver being created is the leader of the driver group: Driver Leader
Input this value into the cell if the driver being created is a driver who normally operates motorbikes: Delivery Man
Note when using Excel template:
This value is case sensitive. You must input one of the values as shown above into the cell

Driver License Number
(Web form + Excel template)
(Optional)

1. Description:
Driver license number of the driver being created
2. Input rules:
Format: Must not contain spaces

License Class
(Web form + Excel template)
(Optional)

1. Description:
License class of the driver being created
2. Input rules:
Web form:
Click on this field. Select the appropriate license class from the drop down menu
You can select more than one value, meaning the driver being created has more than one license class
Excel template:
Input license class like on Web form into the cell
If the driver being created has more than one license class, separate two adjacent license classes only by commas. Do not add spaces
For example: The driver being created has two driver licenses of class A and class B. Input the following values into the cell: A,B

Medically Cleared
(Web form + Excel template)
(Optional)

1. Description:
Specify whether the driver being created has passed the required medical examination of your organization or not
2. Input rules:
Web form:
Click on the check box if the user being created has passed required medical exams
Excel template:
Input the following value into the cell if the driver being created has passed required medical examination: TRUE
Input the following value into the cell if the driver being created has not passed required medical examination: FALSE
Note when using Excel template:
This field is case sensitive. You must input one of the exact values above into this cell

Secret
(Web form)
(Optional)

1. Description:
Secret of the driver being created
2. Input rules:
Format: Free-form

sub scription Code
(Web form)
(Optional)

1. Description:
Subscription Code of the driver being created
2. Input rules:
Format: Free-form

sub scription Expiry
(Web form)
(Optional)

1. Description:
Subscription Expiry date of the driver being created
2. Input rules:
Format: Free-form

❗️

For this model, every Depot, including Supplier's Depots, needs to have one Warehouseman user, else you will not be able to perform Route Optimization process
Similarly, every vehicles of the Transporter needs to be assigned a default driver

Change active status of Drivers

  • By default, after being created, the drivers are Active - meaning that they can be assigned delivery routes
  • In the scenario a driver is temporarily inable to perform delivery routes, you can change the status of that driver to Inactive by following the steps below
  • Navigate to Transportation > Driver tab
  • Click on the check box icon of the driver which you want to change the active status to inactive. When that icon changes to , that means the driver has been inactive

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