How do I create a VMS user?

  1. To create an additional VMS user, click Settings in the navigation bar.
  2. Select Users from the drop down menu.
  3. Click New User on the upper right side of the screen.
  4. Fill in the required fields marked with an asterisk (*).
  5. Set the role for this user by choosing a role from the drop down menu. Following is a short description  of the access level of each role.
    • Manager has access to all aspects of the VMS.
    • Driver has access only to his or her assigned and planned routes.
    • Money Entry has access to Service History with the ability to consolidate routes.
    • Warehouse has access to Warehouse prekitting only.
    • Implementation can access the Implementation Tool to build machines.
    • Route Manager can access all parts of the VMS except Analytics.
    • Technician has access to view tech tickets in the driver apps only.
    • Salesman can request the creation of Accounts, Locations, and machines (specifying models, products, pars, and prices). 

6.       Click Save Changes.