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Managing Clients

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Outpost Central offers you the ability to create and assign users to a client. This allows you an easier clients and sites management giving you better control of your Outpost loggers and sites.

Assigning loggers to clients gives you a higher visibility of your fleet and who owns or has access to them. It also gives your client users specific access their organization's sites only.

For subscriptions, the client management gives you the ability to manage a client-specific subscription plan if you so wish to do so.

 

Creating a Client

  1. In the Clients page, click Add Client.
    • A Create Client window opens.
  2. Enter client name.
  3. Create.

 

Updating a Client

  1. In the Clients page, click the client name you wish to configure.
    • A Client Settings window opens.
  2. Click Client Settings tab.
  3. Enter client details.
    • Client Name - mandatory; name of client
    • Country - mandatory; select country where client operates from drop down list
    • Default Time Zone - mandatory; select time zone where client operates. This is used with the logger assigned to the client.
    • Web Template - mandatory; select web template
    • Date Format - mandatory; default dd/MM/yy
    • Time Format - mandatory; default HH:mm:ss
    • Custom Logout URL - optional; website URL to direct user at logout
    • Map KML URL
    • Offline Alarm Email Recipients - option; email address for offline notification emails
    • Show User Passwords - check to show user passwords; visible only to client users with Admin role.
    • Allow the 'User' role to perform the following actions
      • Modify Graph Comments - check to allow users to add and modify comments in Graph view
      • Save Graph - check to allow users to update Graph view
  4. Update.

 

Adding a Client User

  1. In the Clients page, click the client name you wish to configure.
    • A Client Settings window opens.
  2. Click User Logins tab.
  3. Enter user details.
    • User Name - mandatory; the user's login user (has to be unique across all login in the system).
    • Password - mandatory; user's password. No password complexity rules applies.
    • Email - mandatory; user's email address.
    • Disable Password - optional; check to disable password for login with user name only (not recommended).
    • Role - mandatory; assign user role by selecting from drop-down list.
      • User - read-only access to client sites
      • Admin - access to settings and sites for the client
    • Type - auto assigned to the client.
  4. Add.
You can only update the password and client user roles once a user is created.

 

Adding Client Contacts

  1. In the Clients page, click the client name you wish to configure.
    • A Client Settings window opens.
  2. Click Contacts tab.
  3. Click Add.
    • A Client's Personal Add view opens.
  4. Enter client contact details.
  5. Submit.

 

Adding Client Logo

You can customize the Client page view with a custom logo.

  1. In the Clients page, click the client name you wish to configure.
    • A Client Settings window opens.
  2. Click Logo tab.
  3. Click Choose File.
    • A Open window opens.
  4. Select the image file from your local drive. Click Open.
  5. Upload.
The logo uploaded needs to be in the size that you require as the site will not scale the logo. Recommended size not more than 300px x 90px (W x H).

 

Customizing Site, Input or Group Fields

Outpost allows you to have more information on each sites. Fields added here will only be visible to sites assigned to the client. See Configuring Sites.

  1. In the Clients page, click the client name you wish to configure.
    • A Client Settings window opens.
  2. Click Site Fields or Input Fields or Group Fields tab.
  3. Click Add New Field.
    • A New Custom Field window opens.
  4. Enter field details.
    • Field Name - mandatory; name of the custom field
    • Show on mobile site - optional checkbox
  5. Create.