Phase 3 - Config and Admin Options

In Phase 1 you set up your:

• Roles and Permissions
• Administrator Accounts
• Landing Pages for Administrators 

Now we will move on to other customizations that will allow you toLet's unlock the power of OperationsCommander and really get this system configured!  Now you will setup your users, lots, templates, and settings. Then we get ready to run a Penny Test and accept a payment.  .

UserSetup Setup& Configuration Instructions

In the wiki you will find an entire section dedicated to setup and configuration. This will go into even more detail than the sections we outline below so don't be afraid to explore.

User Types

User Types in OPS-COM categorize your system users (e.g., Student, Staff, Public) and control various aspects of their interaction with the system, including access to specific lots, available payment options, and the fields visible on their profile. Configuring user types allows administrators to tailor the OPS-COM experience to different user groups, ensuring appropriate permissions and functionalities. You must consider which user types may be useful for you to set up and what the rules appropriate to those users may be. For example, you may want to allow Staff to park in different lots than Visitors. User Types will lay the groundwork for you to do this.   

User Profile Settings

YouUser willProfile alsoSettings needin OPS-COM enable administrators to decidecustomize whatthe information collected from users on their profile forms. By controlling the visibility and requirement status of various fields, you willcan requiretailor when a newthe user createsexperience a profile onto your system.organizational needs, ensure necessary data is captured, and streamline the registration process.

Vehicle Configuration

You will also need to set up the Vehicle description information andyou yourare locations.tracking.

System Settings Customization

SetupSystem Settings in OPS-COM provide administrators with comprehensive control over the core functionalities and customizebehaviors Systemof Settings.their application, primarily impacting the administrative side. This centralized configuration area allows for fine-tuning various components, from general system parameters and security protocols to specific module functionalities like parking, violations, and payments, ensuring the system operates according to organizational needs.

Setting up the Look and Feel of the User Portal

Uploading

OPS-COM Imagesadministrators can define global default branding for Usethe inUser Templates

Portal.

ToBy place images inconfiguring the differentDefault templates,Site Logo and Default Site Header, you mustcan uploadensure themconsistent tobranding theand Filevisual Manager.presentation across your OPS-COM User environment.

Email Template Setup

Email Templates that are created for communications with your clients are stored in this area in OPS-COM.COM Currently,allow administrators to customize the content and appearance of automated emails sent by the system. By leveraging available shortcodes and a smart editor, you can editcreate thedynamic, lookinformative, and feel.engaging Inmessages thefor future,various younotifications, willensuring beclear ableand toconsistent setcommunication upwith your own email templates. users.

System Messaging

System messages allow information to be shared across multiple pages throughon the useUser of short code tokensPortal and they also deliver the content to your clients that is important to you. 

The User Portal is the site you will send your clients to. From there they will create an account, manage their vehicles, and purchase temporary and standard permits. Your staff can customize the look and feel of this portal by editing the standard templates that come with OPS-COM.  

Priority Message Editing when Launching a New OPS-COM Site

There are several messages and elements that should be a priority when setting up a system initially. Here is a list of what should be reviewed and updated.

• System Messages/Pages:
  Pages
  • Login
    
  • Permits
    
  • User Registration

• System Messages/Messages:
  Messages
  • Admin Dashboard
    
  • The Vehicle Disclaimer
    
  • The Permit Disclaimer

• Email Headers and Footers:
  Footers
  • Header
    
  • Footer

• Email Templates:
  Templates
  • Lost Password
    
  • User Receipt

  
  

Preparing to Import your Data

Many customers wish to port over existing data when they purchase the OperationsCommander system. Data imports can be complicated but they start with a clear understanding of what is needed and clean data.  Refer to this wiki article for all the details for preparing your data. 

Final Preparations Before Go Live

Now that the system is set up and you are familiar with OPS-COM, it is important toto:

• do a final review of the User Portal to ensure you are happy with the way it is presented to your customers.
• You can create a test user on the system and login to have a look around and see what the user experience it like.
Make
• Do surea youpenny aretest happyto withensure allyour messagingpayment thatprovider is presentedworking to
your clients.