Managing User Access

User access is a broad term that refers to data that users can see (i.e., only certain vehicles, drivers, other users, etc.) AND the features that they can use (e.g., reports, alerts, maps, etc.). The data a user can see is determined the user’s group and/or hierarchy membership. The features a user can access is determined by User Permissions and Menu Access. Generally speaking, “features” refers to User Permissions and Menu Access. Think of it this way: If “Reports” is a User Permission that allows a user to run and schedule reports, then the Menu Access determines which reports a user can run when accessing that feature.

Although the portal interface has been updated since this video was recorded, the process has not changed.