When you join TracPlus we begin by setting up your Organisation in the system. We require two elements to create your Organisation: a billing and a tracking account.
In most cases you will require access and control of both sides of your account, the main exception being users with third-party devices and tracking who are utilising our third-party feed for the regulator or contractual monitoring and may choose not to access the tracking portion of their TracPlus account.
Billing Account
This aspect of your account will oversee your organisational billing and requires a primary billing contact. If your billing contact also requires tracking access and oversight, please let our team know and we can create them as a tracking user (they will need to be created as a user there) as well.
All billing is either in arrears or by designated rate plan for some devices. This may include the fee for your software access subscription, satellite connection fees for your GPS device(s) and airtime, data or minutes used.
Tracking Account (link to more info page re. tracking account)
Your tracking account owns and manages your devices, assets and associated information such as notifications, emergency processes and contacts.
Access to the Tracking Account is gained via an Organisation Admin and is opened to users and groups via sharing. Users and groups can have different roles and abilities based on their permissions.
Users Types
Other than the Billing contact, (Account,) all users have access to all of the software we provide. If at any point user information needs to be changed (i.e. Admin have left your Organisation or User has been delegated to Admin), please update your details through MyTracPlus (link). Depending on role and business needs you will have access and use any combination of our applications:
- TracPlus Pro (desktop tracking app)
- TracPlus Cloud (online asset tracking and management tool)
- Legacy - TracPlus Web (online asset tracking platform)
- Legacy - MyTracPlus (online account management portal)
Organisation admin
Controls the devices and assets. Has edit ability over the organisation for assets and contacts. Devices and assets will need to be created and assigned in conjunction with the TracPlus team.
If devices or assets from other organisations are shared with this user, they will not have edit ability over these devices.
If you need to create multiple separate Organisation Admins for a Tracking Account to allow edit control over a limited set of an organisation's devices (i.e. different regional arms of an organisation) contact TracPlus support for help with setting up these.
Users
In TracPlus, Users are a profile that allows multiple people to log in and have access to shared tracking information for assets and devices and interact with them based on the permissions granted by the Organisational Admin. In this way, a user isn't the typical 'one person-one user' combination, but a set of abilities and viewing rights over device(s) that have been granted.
The two of the most typical profile scenarios we see are:
1. Small 1-2 person organisations - all users will access via the main organisational admin as they require viewing and editing ability for devices and assets.
2. Larger organisations - one main organisational admin and 1-2 user profiles that others will have access to based on viewing and abilities required by their role. It is ok for multiple people to access these users based on your business requirements.
An example of this might be a central control team for your company who need to have the ability to send messages to and from devices vs your logistics team who needs to know where all of your assets are, but don't need to send messages. You will create these two users and each one will have the required assets and devices shared with them.
Sharing
Assets and devices can be shared with Users, Groups or Organisations.
This sharing will give the User or Users in the groups the ability to view the tracking information and permissions based on the User roles. You can share with:
Users
From your Organisation or even known Users from other Organisations. The Users will view the shared assets and devices with the user permissions granted.
Organisation Groups
If you have a larger organisation with multiple Users and a large number of assets, you can make use of Organisation Groupings. Groups could be different Countries or regions within Organisation, based on usage or asset type. You can then apply assets to the group and it will automatically be visible to all users within the group.
Inter-Organisation Sharing
There are also many cases where Organisations may need to share asset tracking information, and you can make use of Inter-Organisation sharing to accomplish this. This could be for all assets in an Organisation as might be required for emergency service coordination, or where assets are leased by another Organisation for a limited period.