Check the complete tutorial on how to create users and activate the mobile app !

* The permission to add, edit or remove users is only available to users with the "Admin" role.
** If you edit a user, make sure he or she logs out of TowSoft and logs back in for the changes to take effect.

From the homepage of TowSoft, in the navigation menu on the left, towing company administrators will find “Users” in the group of options under the “Settings”.  Clicking on this will lead you to the main window where everything related to your users of TowSoft can be managed, even your own user.

The “Users” table has 2 tabs, one for active users, and another one for inactive users that were disabled because they no longer need access to the system.

In the table of users, the columns display the most important details related to the users. 

Those details are also what you need to fill in when creating the user, that is when you click on the “Add user” button on the right.

USER CREATION & EDITING

A window will open and you will have to fill in the following fields:

Username -> Choose the username for the user. We recommend that you standardize the way you name users to facilitate things in the long run (e.g. 3 first letters of last name + 3 first letters of first name)

Employee # -> The employee number of the user in your company’s internal processes.

First name & Last name -> The user’s first and last name.

Email -> The user’s email address. 

Mobile phone # -> The user’s mobile phone number. It is important that the number is correctly entered here (watch out for typos) as some important communications will be sent via SMS to this number.

Language -> The language in which the TowSoft system needs to be displayed to the user.

Role -> Choose the role that is appropriate according to the function of the user within the company. 

Password & confirm password -> The password that will be used, along with the username, so that the user can log into the system. The confirm password field prevents errors in the password creation process. Resetting the user passwords is as simple as re-entering a new one here for an already existing user.

Once you hit “Submit” the user will officially be created, but rest assured that you can always go back to edit the details by clicking on the employee number field from the users table. Note that only the username cannot be changed, but everything else remains editable.

POSSIBLE ACTIONS

From the users table, here is what you can do:

Communication mode column -> “PUSH” indicates that the user is ready to use the mobile app. You should not see any other option there.

Communication mode column -> “MESSAGE” button -> Send a text message to the mobile phone number configured for the user.

Communication mode column -> Key icon -> Send the login details as well as the user ID to the user via SMS (text message). 

Disable button -> Disable the user. From the “Inactive” tab of the table, you can alway reactivate the user afterwards, if needed.

Sort columns -> Click on the title of any of the columns to sort their content alphabetically. Click again to sort in the opposite order.

Export table -> Export the users table as a CSV (MS Excel, Google Sheet, etc.), print it out, generate a PDF for it or copy it to the clipboard in order to paste it somewhere else by using the buttons at the left of the search bar.

Toggle column visibility -> By clicking on the “Visibility button”, you’ll be able to choose to hide a few columns from the table.

Search in the table -> Type something in the search bar at the top right corner to try to find in all of the table content.