Who Can Contact Whom
If you have the structure of your organization defined on the Hierarchy screen, the messaging service uses this structure to determine who can contact whom. You can widen access for some users, by creating roles with corresponding rights and assigning the roles to users and to particular hierarchy nodes.
How to Set Up
To set up the hierarchy of your organization, see the description of the Hierarchy screen for more information.
Defining roles with appropriate rights
To create a new role with corresponding rights, follow these steps:
1. | From the Tasks section of the navigation bar, choose Roles. |
3. | On the Properties tab enter a Name for the new role, for example "Driver". |
4. | On the Rights tab, under Applications, set Fleet access and Mobile access: For drivers, you could allow Mobile access and deny Fleet access; and for supervisors you could allow Fleet access and deny Mobile access. |
5. | Set the following rights within the Mobile Messaging section to define who users with this role can initiate messages to.
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• | Can contact platform users - Users can initiate messages to other users who have the application right Fleet access set to "Allowed". |
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• | Can contact mobile users - Users can initiate messages to other users who have the application right Mobile access set to "Allowed". |
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• | Can contact groups - Users can initiate messages to entire groups/hierarchy nodes of users who are at the same or at a lower level in the hierarchy. All contactable members of the group will receive the message. When a message is sent to a group that contains another group, the members of the group that is lower in the hierarchy will receive the message too.
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The first two rights specify the type of user that can be contacted, depending on the application access setting for their role. At least one of these two rights must be set to "Allowed" if users with this role should be allowed to initiate messages to other users.
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Users can reply to any messages. Whether users can initiate messages to other users is dependent on the messaging rights Can contact platform users, Can contact mobile users, and Can contact groups.
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Assigning roles to users
When you have defined the various roles and their corresponding rights, you can assign one of the roles to each of the users who will use Mobile Messaging.
To assign a role to a user:
1. | From the Tasks section of the navigation bar, choose Subusers. |
2. | Click on the subuser's name to open the Edit user dialog box. |
4. | Click into the Roles text-box and select the appropriate role from the list. |
Assigning roles to the hierarchy
When you have defined the various roles and their corresponding rights, and assigned the roles to the appropriate users, you can assign the roles to a hierarchy node. If you assign a role to a hierarchy node you can grant the users who are assigned to the role higher permissions. For example, you could assign the Supervisor role to the California group and therefore make all supervisors able to initiate messages to individuals and groups in the California group.
To assign a role to a hierarchy node:
1. | From the Tasks section of the navigation bar, choose Hierarchy. |
2. | From the hierarchy tree select the hierarchy node that you want to add the role to. |
5. | Select one or more roles from the list. |
Example Scenario
In this example, it is assumed that you have created a hierarchy that matches the example structure, configured the following rights and roles for the users in the hierarchy, and added the Supervisor role to the California node in the hierarchy:
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John Smith
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Supervisor
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Allowed
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Denied
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Allowed
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Allowed
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Allowed
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Kevin Santos
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Supervisor
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Allowed
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Denied
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Allowed
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Allowed
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Allowed
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Kyle Webb
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Driver
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Denied
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Allowed
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Denied
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Allowed
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Denied
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George McDonald
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Driver
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Denied
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Allowed
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Denied
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Allowed
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Denied
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Jeremy Burke
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Supervisor, Driver
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Allowed
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Allowed
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Allowed
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Allowed
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Allowed
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Jason Sullivan
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Driver
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Denied
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Allowed
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Denied
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Allowed
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Denied
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The users in this example can initiate messages as follows:
• | John can initiate messages to all individuals within the groups below him and to the groups California and LA. |
• | Kevin can initiate messages to all individuals and to the groups California and LA. |
• | Kyle can initiate messages to George, Jeremy, and Jason. He cannot contact any groups. |
• | George can initiate messages to Kyle, Jeremy, and Jason. He cannot contact any groups. |
• | Jeremy can initiate messages to all individuals and to the groups California and LA. |
• | Jason can initiate messages to Jeremy only. |
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