Adding a person

In Warehouse IoT, click People.
Click on the “Add” button.

Enter details for the person. When finished, click on the “Save” button at the bottom.

People - Person Detail Screen - Expand/Collapse Sections

Sections within the Person detail screen can be expanded (to view more information) or collapsed (to hide information) using the arrows on the right side of the section header bars:

Note: If an update has been made to any properties or settings included in a collapsed section, those changes will still take effect if the person is saved.

People - Person Detail Screen - Personal Information

The first section on the Person detail screen contains personal information. The following information can be edited in this section:

Enter or edit the individual’s:
First Name – each person’s first name is a required field used to identify the user on interface screens and reports.
Middle Initial – the middle initial for a user is an optional field used to identify that user on interface screens and reports.
Last Name the last name is a required field used to identify the user on interface screens are reports.
Job Title.
Organization.
Login Email Address – each person’s email address is a required field used as their unique log in to the user interface, and for distribution of emails sent from the system. If an email address is duplicated under more than one client account, the user with that email address will have access to assets and web features for each of the selected accounts.
Mobile phone number– the mobile phone number is an optional setting for each person that may be used in combination with a mobile carrier selection to distribute SMS notifications of event activity from the system.
You can choose the mobile carrier from the dropdown. – the mobile carrier is an optional setting for each person that is required in addition to a mobile phone number in order to receive SMS notifications.
Check the box Unity user - do not send welcome email if this is a new Warehouse IoT but existing Unity user. This will not send another welcome email to the newly created Warehouse IoT user.

People - Person Detail Screen - Operator Credentials

The second section of the Personal detail screen contains Operator Credential information.

Under Credential choose between “Not Licensed,” “Suspended,” or “Licensed” from the dropdown list. Note that if you select Licensed, you must include the Access ID Card number in that field.
Enter the individual's Access ID Card number in the Access ID card field. Click on the icon next to the field to choose between iButton or Badge. You can click in the text box below if you need to scan the access card.
The PIN field is an optional feature that requires drivers to enter a 4-digit PIN number after presenting their user ID in order to drive a vehicle. This can be any combination of numbers.
The External ID field is often used to link people to external databases (e.g., HR systems) such as company employee numbers.
The Authorization field is a dropdown that allows you to select the individual’s authorization level. Select “Standard,” “Master,” or “Maintenance.”
Enter the individual’s Labor Rate in the Labor Rate field.
The last three fields are for selecting expiration dates for Certification Date, Medical Date, and License Date. - click the calendar icon to select a date.

People - Person Detail Screen - Group Assignment

Group Assignment determines the person's vehicle access.
To add a group assignment click on + Add Group.
This will open a window displaying a list of available groups on the left.
Scroll through the list or search for a group using the Search Text bar at the top.
Click on a group name to select it.
Click on the + next to the group name to add it under Selected Groups on the right. Click the X next to the added group name to remove it from the selection. Click ALL_ACCESS to add all the groups.
If the individuals are licensed you can select the Skill level from the dropdown list. Choose from “Not Used,” “Expert,” “Intermediate,” or “Novice.”
Select an Expiration date for the group assignment.
Click on the “Add” button at the bottom to assign these groups.

People - Person Detail Screen - Software Access

Provide the relevant software access for this person.
Software Role is a dropdown that allows you to select the appropriate role for the individual.
Language is a dropdown that allows you to select the individual’s language.
Use the Time Zone dropdown to select the individual’s time zone.

People - Person Detail Screen - Subscriptions

The Subscriptions section allows you to set up alert notifications received by the individual.

To set up a new subscription, click on “+Add” in the section header.
An “Add new subscription” window will open.
Alerts are listed on the left side. Click on one to select it.
Click the + to add it to the active subscriptions.
On the right side, set the following preferences:
Notification allows you to choose whether the individual will receive notifications via e-mail, SMS (text), or both.
People allows you to set whether the individual will receive notifications for all users or just users within their assigned groups.
Vehicles allows you to set whether the individual will receive notifications for all vehicles or just vehicles within their assigned groups.
When you have finished setting preferences, click on the “Add” button at the bottom.

You can also add subscriptions by copying from other another person’s profile.
Click on “Copy” in the section header.
Search for the relevant person by typing in the box above the list.
Click the name of the person.
Click Copy.

Note: this will overwrite existing subscriptions.

Click on Save when you are done updating the Person profile.