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Personnel Management

This section covers the management of staff, user accounts, and access control throughout your waste collection organization.

Drivers Management​

Purpose: Manage driver personnel, licensing, and truck assignments.

Driver Management

Key Features​

  • Driver List: View all drivers in a data grid format
  • License Types: Track commercial driver's license classes (Class A, B, C)
  • Default Truck Assignment: Assign specific trucks to drivers (e.g., ABC123, XYZ789)
  • Active Status: Enable/disable driver accounts with visual indicators
  • Edit Access: Quick edit access via action buttons

Driver Information Displayed​

  • Name: Driver's full name (Jessica Williams, John Smith, etc.)
  • License Type: Commercial Driver's License classifications
  • Default Truck: Assigned truck registration numbers
  • Active Status: Visual checkmark/X indicating active/inactive status
  • Actions: Edit button for modifying driver details

Management Actions​

  • Create New Drivers: Use the "CREATE" button to add new drivers
  • Edit Existing Drivers: Click the edit icon in the Actions column
  • View Driver Details: Access detailed driver information and history
  • Assign Trucks: Link drivers to their default vehicles
  • Manage Status: Activate or deactivate driver accounts

Driver Information Management​

  • Personal Details: Full name, address, phone numbers, and email
  • Employment Information: Hire date, employee ID, and department
  • License Details: Commercial driver's license number and expiry

Driver App Devices​

Purpose: Manage mobile devices used by drivers in the field for the SkipTrack mobile application.

Driver App Devices

Key Features​

  • Device Registry: Track all mobile devices configured for driver use
  • Driver Assignment: Link devices to specific drivers
  • Truck Assignment: Associate devices with specific trucks
  • Pairing Status: Monitor which devices are paired and active
  • Auto-Refresh: Automatic updates every 30 seconds to show real-time status
  • Manual Refresh: On-demand data refresh capabilities

Device Management Interface​

  • Device Name: Unique identifier for each mobile device
  • Driver: Associated driver using the device
  • Truck: Truck assigned to the device
  • Paired: Status indicator showing if device is paired with the system
  • Actions: Management options for each device

Management Functions​

  • Create New Devices: Add new mobile devices to the system
  • Device Pairing: Generate pairing codes for new device setup
  • Real-time Monitoring: Auto-refresh feature shows current device status
  • Assignment Management: Link devices to drivers and trucks
  • Status Tracking: Monitor paired/unpaired status of all devices

Users Management​

Purpose: Manage user accounts and access to the system.

Users Management

Key Features​

  • User Accounts: Create and manage user login credentials
  • Tenant Status: Monitor user status within tenant organizations
  • Access Control: Manage user permissions and role assignments
  • Account Lifecycle: Handle user invitations, activations, and deactivations

User Management Actions​

  1. Invite New Users: Click "INVITE" to send invitations to new users
  2. Edit User Details: Use the edit action to modify user information
  3. Monitor Status: View active/inactive status for all users
  4. Tenant Ownership: Identify which users have tenant ownership rights

User Account Information​

  • Email Address: Primary login identifier and communication method
  • Personal Details: First name, last name, and contact information
  • Tenant Status: Active, inactive, or pending status within organization
  • Role Assignments: Specific roles and permissions granted

Account Lifecycle Management​

User Onboarding​

  1. Invitation Process: Send secure invitation with setup instructions
  2. Initial Setup: Guide users through password creation and profile setup
  3. Role Assignment: Grant appropriate permissions based on job function

Roles Management​

Purpose: Define user roles and permissions throughout the system.

Roles Management

Key Features​

  • Role List: View all system and custom roles in a data grid
  • Role Types: Distinguish between System and Custom role types
  • Role Management: Create, edit, and manage user roles
  • Permission Control: Define what users can access based on their role

Management Actions​

  • Add New Roles: Use "ADD ROLE" button to create custom roles
  • Edit Existing Roles: Click edit icon to modify role permissions
  • Role Types: System roles vs Custom roles with different capabilities

Role Editing Interface​

When editing a role, the interface provides a comprehensive tabbed view for managing both basic information and detailed permissions.

Role Information Tab​

Role Information Tab

The Role Information tab allows you to:

  • Edit Role Name: Modify the role's display name
  • Update Description: Add or change the role description
  • Save Changes: Apply modifications to the role

Permissions Tab​

Role Permissions Tab

The Permissions tab provides granular control over what users with this role can access:

Permission Categories Shown:

  • BinSize: View and create/edit/delete bin size configurations
  • Customer: View and manage customer information
  • DepotLocation: View and manage depot locations
  • Driver: View and manage driver information
  • DriverAppDevice: View and manage driver app devices
  • MaintenanceCompany: View and manage maintenance companies
  • Material: View and manage material types
  • Order: View and create/edit/delete orders
  • PriceArea: View and manage pricing areas
  • RevenueReport: Access to revenue reporting
  • Role: Manage roles and permissions
  • Settings: View and modify system settings
  • TipHistory: View and manage tip history
  • TipLocation: View and manage tip locations
  • Truck: View and manage truck information
  • User: View and manage user accounts

Permission Types:

  • View: Read-only access to the feature
  • CreateEditDelete: Full management access including create, edit, and delete operations