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Organisation – Managing Users

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  • Who is this guide for?

User profiles can be created and managed by administrator roles only. If you were looking for the Workshop version of this page, Click here.

Table of Contents

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  • FAQs

Introduction

Individual users can access and update their details from the My Profile Link. However, the complete user list can be managed by local administrators from the organisation page . 

In order to add users to r2c, there must be an availability, if the ADD NEW USER button is not displayed it could be due to a zero availability. To resolve a zero availability, contact r2c support.

The Add New user button may not display depending on user role limitations, see Operator User Roles

All user accounts can be managed from here by clicking on the user name.

To manage your individual login details and preferences click 'My Profile' 

Step by Step

Add a New User – To see the steps taken to create a User Profile, click or swipe through the 3 steps below..

Step 1 – To add a new user, from the Organisation page and Organisation Details tab, Click ADD NEW USER.
Step 1 – To add a new user, from the Organisation page and Organisation Details tab, Click ADD NEW USER.
Step 2 – Build the new user’s profile with their name, position and contact details. Additional info can be entered if required before moving onto their login details.
Step 2 – Build the new user’s profile with their name, position and contact details. Additional info can be entered if required before moving onto their login details.
Step 3 – The new users login details should be inline with the business processes. Where the new user is a driver, ensure to also enter a PIN and flag them with a driver role, it’s these two pieces of information that allow access to the driver app. Finally Click SAVE.
Step 3 – The new users login details should be inline with the business processes. Where the new user is a driver, ensure to also enter a PIN and flag them with a driver role, it’s these two pieces of information that allow access to the driver app. Finally Click SAVE.

Amend an Existing User’s Details – To see the steps taken to amend a user’s profile, click or swipe through the 2 steps below.

Step 4 – To amend a user’s details, select their name from the user list.
Step 4 – To amend a user’s details, select their name from the user list.
Step 5 – Any of the user’s details can be amended, including, adding additional roles, or amending security details. Note: Passwords and PINs are never displayed however an administrator, or the user can overtype the existing details before clicking save.
Step 5 – Any of the user’s details can be amended, including, adding additional roles, or amending security details. Note: Passwords and PINs are never displayed however an administrator, or the user can overtype the existing details before clicking save.

Removing an Existing Profile – To see the steps taken to remove a user’s profile, click or swipe through the 4 steps below.

Step 6 – Once an employee leaves the business their account should be deleted from the system. Click DELETE next to the user’s name.
Step 6 – Once an employee leaves the business their account should be deleted from the system. Click DELETE next to the user’s name.
Step 7 – A confirmation popup will then display, Click YES, PLEASE.
Step 7 – A confirmation popup will then display, Click YES, PLEASE.
Step 8 – The user’s profile will now have been successfully deleted, Click OK.
Step 8 – The user’s profile will now have been successfully deleted, Click OK.
Step 9 – It is important to remove old profiles, not only to prevent unauthorised access to the system but also to maintain availability for the future.
Step 9 – It is important to remove old profiles, not only to prevent unauthorised access to the system but also to maintain availability for the future.

Technical Info & Self Help

What User Role should I use?
How can I access my own profile?

My Profile – is available to all users of the platform, this allows them to update contact details, or amend their login information, users cannot give themselves additional role functionality unless they themselves are administrators.

How can I manage depot users?

Depot user lists can also be accessed from the organisation page by administrators. 

  1. Click on Organisation
  2. Click the depot tab from the left hand side
  3. Click on a specific Depot name, next in the pop-up you can update the user list in the same way. 
 

See more on managing Depots here ➜ 

Do my drivers need to log into portal to see their driver profile?

All users can access their main profile in portal. However, drivers only need their username, PIN, and site ID to log into the driver app itself. Should you wish for drivers to also manage their main profile you can share the full credentials/password so that they can also login to portal if required. Alternatively, their profiles can be managed by the administrator instead.

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