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Phase 3 - Config and Admin Options

It's time to unlock the power of OperationsCommander and get this system configured! This is where you'll get to use your ingenuity to set up your users, lots, and templates. Then, you'll be ready to run a “Penny Test” and accept your first payment.

Setup & Configuration Instructions

The wiki contains a whole section dedicated to setup and configuration. This will go into even more detail than what we have outlined below, so feel free to explore and discover what the platform can do for you.

User Types

User Types are a flexible way to categorize your users (e.g., Student, Staff, Public) and control how they interact with the system. For example, you can set rules to allow staff to park in different lots than visitors. This feature allows you to ensure appropriate permissions and functionalities for each user group, creating a truly tailored experience for your users.

User Profile Settings

With User Profile Settings, you can customize the information you collect from users on their profile forms. By adjusting the visibility and requirement status of various fields, you can tailor the user experience and make sure you get all the information you need in a way that is simple and intuitive.

Vehicle Configuration

You will also need to set up the vehicle description information you want to track. We make this simple and efficient so you can get up and running quickly.

System Settings Customization

System Settings provide administrators with comprehensive control over the core functionalities and behaviors of the system. This centralized area allows for fine-tuning various components, from general system parameters and security protocols to specific module functionalities like parking, violations, and payments. This ensures your system operates according to your unique needs, showcasing the flexibility of our platform.

Setting up the Look and Feel of the User Portal

OperationsCommander administrators can define global default branding for the User Portal. By configuring the Default Site Logo and Default Site Header, you can ensure consistent branding and visual presentation across your user environment, making the experience comfortable for your users.

Email Template Setup

Email Templates allow administrators to customize the content and appearance of automated emails sent by the system. Using a smart editor, you can create dynamic, informative, and engaging messages for various notifications, ensuring clear and consistent communication with your users.

System Messaging

System messages allow you to share information with your clients on multiple pages on the User Portal. 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
    • Login
    • Permits
    • User Registration
  • System Messages/Messages
    • Admin Dashboard
    • The Vehicle Disclaimer
    • The Permit Disclaimer
  • Email Headers and Footers
    • Header
    • Footer
  • Email Templates
    • Lost Password
    • User Receipt

Preparing to Import your Data

Many customers want to bring their existing data with them when they transition to OperationsCommander. Data imports can seem complicated, but they start with a clear understanding of what is needed and clean data.  Refer to this wiki article for all the details about preparing your data. 

Final Preparations Before Go Live

Now that the system is set up and you're familiar with OperationsCommander, it's important to:

  • Do a final review of the User Portal to ensure you are happy with how it is presented to your customers.

  • Create a test user on the system and log in to get a feel for the user experience.

  • Do a “Penny Test” to ensure your payment provider is working correctly.

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