Setting up new users for RTA Web takes only a few steps to complete.
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Refer to Deleting and Editing Users if you already have users created and just need to edit or delete them.
Identifying Available Licenses
Prior to adding users, be sure that licenses are available for use. If not, contact your sales rep or reach out to our support team if your sales rep is not known to you at 1-800-279-0549.
Refer to System Admin and Licensing for information on locating and determining licenses available for use.
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Before requesting more licenses, be sure that any users no longer needed have been removed. Refer to Deleting and Editing Users for information on removing users. |
Reviewing User Groups
RTA Software comes pre-loaded with 12 pre-determined user groups which dictate access and use of the various areas of the software. Custom user groups can be created to meet additional needs or create hybrid roles.
Refer to User Groups for more information on accessing the user groups for review and creating custom groups.
Adding a User
From the main menu, select User from the Admin drop down
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Enter the User’s first name (Required)
Enter the User’s last name (Required)
Enter the User’s email (Optional)Required)
The email is used by RTA when the user forgets their password and clicks the Forgot Password link at sign on
If the user does not have an email that can be entered in this field, simply put in a generic email to allow the continuation of adding the user
Without an email, if a user forgets their password, they will have to contact an internal system admin to change their password.Refer to Editing Users for instructions on admins updating passwords
Enter the desired User ID and hit tab
If the User will also be using RTA Classic, then it is best if this matches the User ID that will also be added to the Classic Version and needs to be kept to 10 or less characters
Refer to RTA Classic User for the video information showing how to add the user in Classic as well.
The @rta-host.com suffix will automatically be included in the User ID for sign on purposes
If the message “User ID already exists” displays in red, this means that the specific User ID is already in use across the RTA Server and a new one will need to be chosen
Enter the User’s Password - ensuring that the password policy is adhered to
Confirm the User’s Password
Select the appropriate user license
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Once the above has been completed, continue to sync and set up the user by visiting the file tabs and completing the information. At minimum, the steps for the Groups tab must be completed for the user to be able to function within the system |
General Tab
The General Tab houses all the contact information for the user/employee. Two panels exist. One for employee personal contact information and the other for an emergency contact.
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Click in the field to edit
Type in the appropriate information
Click the check mark for each field to save the individual entry
Facility, Certifications, and Custom Fields Tab
These tabs exist as part of the employee file. Refer to Employee Maintenance for more information on these tabs.
Attachments Tab
Add documents or pictures as with any other attachments area in RTA. Refer to Attachments for more information.
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Using the User ID and password put into the system, the user should now log in to http://app.rtafleet.com to access the system. |
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