Roles and Capabilities in the Customer Portal
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Capabilities are things users can do or see within the customer portal. Capabilities can be assigned to individuals or grouped together in roles so that those collections of capabilities can be reused.
Capabilities
| Capability Name |
Capability Description |
| Activations - All |
Submit new and replacement unit activation requests for in-field activations |
| Activations - View |
View unit activation history |
| Affiliated Company |
Grant users access to affiliated company |
| Configure Omnitracs Services |
Access and use company's services network, configure wireless networks and browser favorites, configure document types for the in-cab scanning application, configure state miles reporting intervals, and configure screen lock timeout interval |
| Contracts - All |
Accept on-line contracts for hardware and services and access the contracts customer dashboard |
| Contracts - View |
View accepted on-line contracts |
| Customer Portal Invitations (Company Admin-Only) |
Invite a new user from your company to join the Customer Portal. (Generates an email to your company's administrator with instructions on how to grant additional capabilities.) |
| Finance (Invoices) |
View hardware and message invoice information and request invoices |
| Fleet Profile |
List all unit addresses in your fleet |
| Fleet Reductions/Reactivations - All |
View fleet reduction and reactivation history and submit new fleet reduction and reactivations requests |
| Fleet Reductions/Reactivations - View |
View fleet reduction and reactivations history |
| Health Check |
Run health checks on your units |
| Manage Applications - All |
View operational profiles; add/delete operational profiles; transfer units to/from operational profiles; purchase MCP applications; and evaluate applications |
| Manage Applications - Limited |
Find an MCP unit in an operational profile and transfer MCP units between operational profiles |
| Maps |
Access and use premium Wi-Fi map; map a unit's location using latitude/longitude; and view service center locations |
| MCP Unlock/Reset |
Perform mobile resets, generate mobile reset reports, and request temporary passwords for screen unlocks |
| Modify Customer Portal to Service Portal Connect |
Ability to link Service Portal user account |
| Orders - All |
Accept agreements for hardware and plans while placing orders and search order history |
| Orders - Limited Purchase |
Order hardware already under contract; search order history |
| Orders - View |
Browse the hardware catalog and search order history |
| Returns - All |
Request hardware returns and replacements (if applicable), and access history and warranty searches |
| Returns - View |
View return history and unit warranties |
| Roles/Capabilities - View |
View user roles and capabilities |
| Roles - All |
Create roles and add/remove capabilities from that role (not applicable to Omnitracs-created roles) |
| Roles - Grant To Users |
Grant roles to users |
| Support Cases |
Access and create support cases |
| Support Portal |
Access and use common functions in the support portal including the answer center |
| Transfers - All |
Submit and view NMC to NMC transfers and to initiate/accept transfers between your company and another |
| Transfers - View |
View NMC to NMC transfers and transfers from your company to another |
Roles
| User Base Role Name |
Access Description |
| Buyer-Basic (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support); create RMAs; and order items already under contract |
| Buyer-Full (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support); create RMAs; order items already under contract; accept new plan, service, and hardware agreements; and invite a colleague to the Customer Portal |
| Contracts (Base) |
View bills, product catalog, fleet profile; print invoices; search warranty, returns/orders; view and approve all contracts/agreements; and administer operational profiles and applications |
| Company Administrator (Base) |
All functions on the Customer Portal site. Includes administration: grant capabilities, roles; create custom roles; manage company information; create and manage users within the company; and modify the connection between your Customer Portal account and Services Portal accounts |
| Finance (Base) |
View bills, product catalog, fleet profile, contracts; print invoices; and search warranty and return/order history |
| General User 1 (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support) |
| Operations-Basic (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support), access fleet profile; view RMA history, order history, transfer history, activation history, and fleet reduction/reactivation history |
| Operations-Mid (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support), access fleet profile; submit RMAs; order products already under contract; administer operational profiles; initiate and accept transfers; submit activation requests; submit fleet reduction/reactivation requests; and perform MCP unlock/resets |
| Operations-Full (Base) |
Includes all functions of Operations - Mid (Base) plus: order all products; accept new plan, service, and hardware agreements |
| Returns (Base) |
Access health check and service options (maps, answer center, tools/firmware/software via Support); create RMAs; and access activation history |
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