People - Person Detail Screen -  People Search

• On the left side of the individual record screen you will see a people list and search bar that allows you to move to another person’s record without going back to the People List.  Click on any name to open that person’s record.

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• You can also use the search bar to find an individual.

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• Click on the “Show More” button to expand the list of individuals.

People - Person Detail Screen -  Options: Add, Duplicate, Edit

In the bottom right of the screen are three buttons for working with the person detail screen.

• The “Go Back” link will take you back to the People List screen.
• The “Add” button allows you to add a new record.
• The “Duplicate” button allows you to add a new record by duplicating the current record that is open.
• The “Edit” button allows you to edit the current record.

People - Person Detail Screen -  Expand/Collapse Sections

• Sections within the Person detail screen can be expanded or collapsed using the arrows on the right side of the section header bars.

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• 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.  To edit this information, click on the “Edit” button on the bottom right of the screen.

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• The following information can be edited in this section:
• You can upload a photo of the individual by clicking on the “edit” icon next to the profile image. You will then be able to browse images stored on your hard drive for addition to the selected person’s profile.

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• 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
• E-Mail 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.

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• Click on Save when you are finished making updates.

# People - Person Detail Screen -  Driver Credentials

• The second section of the Personal detail screen contains Driver Credential information.  To edit any of this information, click on the “Edit” button at the bottom of the screen.

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• The following fields are included in this section.
• The “Credential” field is a dropdown that allows you to choose between “Not Licensed,” “Suspended,” or “Licensed.”  Note that if you select Licensed, you must include the Access ID Card number in that field.
• Populate the “Access ID card” field with the individual’s Access ID Card number.
• 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 Certification Date, Medical Date, and License Date.
• ​Click on Save when you are finished making updates.​

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People - Person Detail Screen -  Group Assignment

• The third section of the Personal detail screen is for Group Assignment, which determines vehicle access. To edit any of this information, click on the “Edit” button at the bottom of the screen.

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• Existing Group Assignment is displayed, including the expiration date for the group assignment, the individual’s skill level if licensed, the date the individual was added to the group, and the number of vehicles included in the group.
• To add a group assignment:
• Click on “+Add Group”
• A window will open.  A list of groups is displayed on the left; you can either scroll to find a group or use the search bar at the top to search for it.  Click on the group to select it.
• The second field is an expiration date for the group assignment.  There are two fields in this window that can be populated.  These apply only if the individuals are licensed.  “Skill Level” is a dropdown that allows you to choose from “Not Used,” “Expert,” “Intermediate,” or “Novice.”
• When you have made selections, click on the “Add” button at the bottom.

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• You can also edit existing Group Assignment information. 
• Click on the “Edit” link in the section header.
• An Edit window will open.  The existing groups are listed on the left side.  Click on a group name to select it for editing.  You can make changes to the Skill Level selection and to the Expiration Date.  When finished, click on the Update button at the bottom.

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• Click on Save when you are finished making updates.

People - Person Detail Screen -  Software Access

• The fourth section of the Person Detail screen is for Software Access information. To edit any of this information, click on the “Edit” button at the bottom of the screen.

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• Two editable fields are included in this section.
• 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.
• Click on Save when you are finished making updates.

People - Person Detail Screen -  Subscriptions

• The fifth section of the Person Detail screen is for Subscription information.  Here you can set up alert notifications received by the individual.  To edit any of this information, click on the “Edit” button at the bottom of the screen.

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• 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.
• On the right side, set the following preferences:
• Notificationsallows you to choose whether the individual will receive notifications via e-mail, SMS (text), or both.
• Peopleallows you to set whether the individual will receive notifications for all users or just users within their assigned Groups.
• Vehiclesallows 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.

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• You can also add subscriptions by copying from other another person’s profile.
• Click on “Copy” in the section header.
• In the window that opens, select the individual to copy from using the dropdown box, then click on the “Copy” button.

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• Click on Save when you are finished making updates.

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People - Person Detail Screen -  Add a Person

• You can add a new person from an existing individual's profile screen.  Click on the "Add" button in the bottom right of the screen.

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• A new profile will open.  Enter details for the person.
• When finished, click on the "Save" button at the bottom.

People - Person Detail Screen -  Duplicate a Person

• You can add a new person by duplicating the record of another.
• With a person's record open, click on "Duplicate" in the bottom right of the screen.

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• You will need to add the person’s name, email address, and phone number. Other field values will be carried over from the person you selected for duplication. If you need to change any of the other fields, you can do so.
• When finished, click on "Save" at the bottom of the screen.

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People - Person Detail Screen -  Edit a Person

• To enter into edit mode while on a Person's profile detail screen, click on the "Edit" button in the bottom right.

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• Fields in the profile will  now be editable.
• For information on the various fields, see the topics for each:
• Personal Information
• Driver Credentials
• Group Assignment
• Software Access
• Subscriptions
• When finished making changes to the profile, click on "Save" in the bottom right of the screen.