With custom user permissions admin can customize the user-level permissions for manager and team manager roles within their account.
How to access custom permissions
Log in to your Whip Around Account and find the People module on the sidebar menu on the left side of the screen. From the list in the people module choose users.
Choose the user that you want to update permission for and click the arrows at the end of the row.
In the user profile you have selected choose the Permissions tab at the top of the screen. This is where you can add/remove permissions for Managers and Team Managers.
How to adjust user permissions
The following modules are available for user permissions adjustments:
Teams
Assets
Inspections
Forms
Exception report
Defects
Service tasks
Service Program
Service Schedule
Work order
Inventory
Drivers
Drive wellness
Reminders
Fuel
The following operations are available for user permissions adjustments:
View (Only applicable for forms and driver wellness)
Create
Update
Delete
Export
Bulk import (Create/update)
If Manager/team manager does not have access to a particular operation (e.g. create assets), they will see relevant buttons such as create asset button disabled. There will be message informing users that they don't have permission to perform this operation and they can request the permission from admins, if needed.
This feature allows admins to grant or remove permissions in a way that best suits the diverse structure and roles of their fleet.
Reset to default function
This function allows admins to 'reset' permissions for any manager/team manager to default role based permissions.
Copy Custom Permissions
Admin can set the custom permissions for one manager or team manager and then copy the same permissions to other managers and team managers by selecting the copy custom permissions button in the top right corner.
A pop up will then appear of other manager and team managers associated with the account. You can check the box(es) next to name(s) of the managers you want to provide these same permissions to. Keep in mind that this will override the current custom permissions set for that user. Then click copy permissions at the bottom of the pop up screen.
Note: In this permission structure, if a Team Manager is not following or managing any assets, that user will still not see any data in the asset list because they are not following or managing any teams.
The user must follow or manage those assets and fleets for these customer permissions to apply.





