Scenario
For this example, we have a company called ABC fleet that has two regions: Region A and Region B.
-
Region A has a user called Operator A who is in charge of controlling motorcycles inside the organization.
-
Region B has a user called Operator B who is in charge of controlling the truck fleet.
-
The admin user will have visibility over the whole fleet (motorcycles and trucks).
Working with Tags, Views, and Roles
To make this scenario possible, we need to do the following:
1. Create tags for the groups of vehicles.
2. Create views for specific tags.
3. Create custom roles for each user.
1. Create tags for the groups of vehicles
It is very important to keep your fleet organized in tags.
To create new tags, go to Admin > Tags
Include all the vehicles in the same category in your new tag.
2. Create views for specific tags
Once you have your new tag created (Motorbikes), now it's time to create a view that will only have visibility of the vehicles included in the Motorbikes tag.
To create a new view, go to Admin > Views.
3. Create roles for specific users
Once your tags and views are ready to be used, it's time to assign each view to a specific user.
To do that we will use roles. Read more about roles here.
By assigning views to specific role of users, you allow each operator (Operator A / Operator B) to have visibility over a specific view (remember that Operator A will look after motorcycles and Operator B over trucks).
To have specific roles for each user, we need to create custom roles. Go to Admin > Roles.
Duplicate the default role _Operator (modifying a default role is not recommended) in order to create one for the motorcycles and another for the trucks.
Select the view you want the user to have access to
Finally, select the user, and save the new role.
Note: remove the Operator A from the default _Operators role to avoid conflict with multiple roles.
Repeat the same steps for the trucks and Operator B.
Result
Admin view
Operator A view (Motorbikes)
Operator B view (Trucks)
