The Administrator Role

The Administrator plays an essential role in the application. The Administrator user type is assigned to an individual or group of individuals who oversee the regular maintenance and updating of users, resources, calendars, and the Resource Tree.

The Administrator is responsible for a combination of functions that can include:

• Managing users—Adding new users and deactivating users.

• Assigning user types to users. Resetting passwords.

• Managing the Resource Tree.

• Managing the resource calendars, shifts, and teamwork.

• Working with work zones, work skills, work conditions, and work skills groups.

The Administrator user type is unique to each company and includes any combination of the responsibilities mentioned earlier, depending upon the visibilities assigned to the user type. As a general rule, the administrator user:

• Has read-write access to the interface.

• Can manage user and resource related information.

• Can manage own account (password).

Note: This document covers all aspects of an administrator’s role. Based on your company’s configuration and modules purchased, some of the functionality described in this document may not apply.

As an administrator, one of your key responsibilities is to manage user information. There are two primary types of users:

• Users who use the manage aspect, for example, dispatchers and field managers.

• Field service resources who use the mobile app, for example, field service personnel.

In either case, a user is someone who requires access to some part of the application’s interface.