Example User Licensing Scenarios

Owned by Enoch Poston
Last updated: Jul 25, 2023 by Bryan Judson
4 min read

 

There are two steps to creating a user. First, you must set up the user profile, and then you must assign the user specific access rights and roles. Below are the instructions for setting up the user, and then there are 3 examples of different methods of assigning licenses and roles.

Setup User Profile

To have access to the full RTA Web and Mobile Application, the user must meet the following requirements:

  1. Created User ID

    1. This is based on global users of the RTA software and cannot be duplicated

    2. ID will highlight as red if not available

  2. First Name and Last Name of the User

  3. Email is not required but recommended to fill in

  4. Set Password

    1. Passwords must be between 6 to 25 characters and contain three of the following: 1 uppercase, 1 lowercase, 1 numeric, 1 special character.

  5. Then click SAVE

This will create an incomplete profile. After creating, you will need to go in and assign a user license and and user group. Depending on the user, there various ways to set up the profile.

User with access to all facilities

Users who need access to all facilities and want to run the full RTA Classic, Web or Mobile must meet the following requirements:

  1. User must be assigned a Full User, a Technician, or a Driver's system license

  2. Assign an appropriate role for the user under the Groups tab using Company-Wide for the facility

3. Select Save

 Refer to User Groups or Creating New Users - Groups Tab for information on how user groups are added to individual users.

If the user also requires access to either the Paperless Shop, the Driver kiosk, or the RTA mobile application, see the section "Technician/Mechanic with Access to Paperless Shop in a Single Facility" below for allowing access to the kiosk.

User with access to a single facility

Users who need access to a single facility and want to run the full RTA Classic, Web or Mobile must meet the following requirements:

  1. User must be assigned a Full User, a Technician, or a Driver license

 

  2. Assign an appropriate role for the user under the Groups tab within the facility the user needs access to

  1. Select Save

 Refer to User Groups or Creating New Users - Groups Tab for information on how user groups are added to individual users.

If the user also requires access to either the Paperless Shop, the Driver kiosk, or the RTA mobile application, see the section "Technician/Mechanic with Access to Paperless Shop in a Single Facility" below for allowing access to the kiosk.

Technician/Mechanic with Access to Paperless Shop

Users who need access to Paperless Shop in a single facility must meet the following requirements:

  1. User must be assigned a Full User or Technician license

  2. Select the Facility tab

  3. Select the Add New button above Facility Linked Employee

  4. Select the facility the user needs access to then assign the Employee ID

  5. Select Create Employee

If the user uses paperless shop in multiple facilities be sure to add all facilities