The Users screen allows you to manage the users who have access to your instance of MaxOptra. Users in MaxOptracan have different roles. You can create any number of users you need.
How to create users
To create or manage users, make sure the selected role is Account Administrator and you are on the Users page of the Settings tab.
Click Add to create a new user:
2. Fill in the user name. Select the interface language, fill in the email address, choose a login and a password:
The users will be able to change their passwords after they log in.
3. Select the roles available to this user (see User parameters and System Roles ) and the Distribution centre/AOC/User zone it belongs to (one or several)
Click Save to save your changes.
Explanation of User roles
There are four user roles in MaxOptra. See the table below to understand each role better:
Role | Description |
Account Administrator | Gives access to system settings and managing users. This role is provided by default. |
Dispatcher | Allows to build routes and control their accomplishment.This role is provided by default. |
Performer | Represents the driver and allows access to the driver application After you create a driver on the Create drivers screen, it will be automatically displayed in the list ofUsersmarked "Performer" and vice versa. The login and password of the Performer will be used by the driver to log in to the driver app (see Download and install driver app ). |
Customer Service | Allows read-only access to routes and their progress. |