Phase 3 - Config and Admin Options

Let'It's time to unlock the power of OperationsCommanderOperationsCommander and really get this system configured! This Nowis youwhere willyou'll setupget to use your ingenuity to set up your users, lots, templates, and settings.templates. ThenThen, weyou'll getbe ready to run a “Penny TestTest” and accept ayour first payment.  

Setup & Configuration Instructions

In theThe wiki youcontains willa find an entirewhole section dedicated to setup and configuration. This will go into even more detail than the sectionswhat we outlinehave belowoutlined below, so don'tfeel be afraidfree to explore.explore and discover what the platform can do for you.

User Types

User Types inare OPS-COMa flexible way to categorize your system users (e.g., Student, Staff, Public) and control varioushow aspectsthey of their interactioninteract with the system,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 maycan wantset rules to allow Staffstaff to park in different lots than Visitors.visitors. UserThis Typesfeature will lay the groundwork forallows you to doensure this.appropriate permissions and functionalities for each user group, creating a truly tailored experience for your users.

User Profile Settings

With User Profile Settings, inyou OPS-COM enable administrators tocan customize the information collectedyou collect from users on their profile forms.forms. By controllingadjusting the visibility and requirement status of various fields, you can tailor the user experience toand yourmake organizationalsure needs,you ensureget necessaryall datathe information you need in a way that is captured,simple and streamline the registration process.intuitive.

Vehicle Configuration

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

System Settings Customization

System Settings in OPS-COM provide administrators with comprehensive control over the core functionalities and behaviors of their application, primarily impacting the administrativesystem. 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,payments. ensuringThis theensures your system operates according to organizationalyour needs.unique needs, showcasing the flexibility of our platform.

Setting up the Look and Feel of the User Portal

OPS-COMOperationsCommander 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 OPS-COMuser Userenvironment, environment.making the experience comfortable for your users.

Email Template Setup

Email Templates in OPS-COM allow administrators to customize the content and appearance of automated emails sent by the system.system. By leveraging available shortcodes andUsing a smart editor, you can create dynamic, informative, and engaging messages for various notifications, ensuring clear and consistent communication with users.your users.

System Messaging

System messages allow informationyou to beshare sharedinformation acrosswith your clients on multiple pages on the User PortalPortal. and they also deliver the content to your clients that is important to you. 

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.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 wishwant to portbring overtheir existing data with them when they purchasetransition theto OperationsCommander system.OperationsCommander. Data imports can beseem complicatedcomplicated, but they start with a clear understanding of what is needed and clean data.   Refer to this wiki article for all the details forabout preparing your data. 

Final Preparations Before Go Live

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

• do

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

• You can create

  Create a test user on the system and loginlog in to haveget a lookfeel around and see whatfor the user experienceexperience.

  it like.

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