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Module 2 - User Management

Users and their profile information form the backbone of the OPSCOMOPS-COM software. TheyThis linkmodule links all modulesother togethersystem andareas, allow you to haveproviding a complete history of everythinguser aboutactivity, thatpermits, vehicles, and financial transactions. This article is for OPS-COM administrators who need to create, manage, and communicate with user accounts.

Setup and associated vehicle.

Configuration

YouAdministrators can Add, Edit and Search for Users. You can also buy Lockers and Permits and pay for Violations through the User Profile. Merge tools and bulk email filters that allow you to reach out to youradd users aremanually alsoor availablefacilitate in this module.self-registration.

Quick

Manual registrationRegistration

  1. This is the area that you will need when adding a UserNavigate to the system.Quick AdminsRegistration canarea.

    manually
    2. add
  2. users

    Input orall usersrequired canuser beinformation, asked to log in to the User Portal to create and manage their account. When using this registration form,ensuring you will be able to assign the appropriate userUser typeType andto inputdefine allthe otherrules relevantapplicable information.to that user.

  3. Click Save to create the account.

User sidePortal Registration

For information abouton Userhow Registrationusers throughcreate their own accounts via the User Portalportal, refer to the Registering as a New User.User wiki page.

WorkingUsing withthis Existing UsersFeature

You must search for Users before you can work with them. Once you have found a user you want to workaccess withtheir youaccount details. Once located, click onthe their usernameUsername in the search results. This will bring youresults to the user profile landing page. This is a quick reference dashboard ofopen the user's profile information and current user history. 


performthefollowingactions:

    • :Quicklyidentify:Accessa

    From the User Profile Landing Page, which serves as a quick-reference dashboard for the user's information and history.

    User Profile Landing Page

    From this dashboard, you can:can

  • Edit a user profile: -Update Thispersonal isdetails, alsoconfigure where Admins can set up Tax Exemption information, add/add or edit storedStored creditCredit cards,Cards, and editmanage paymentPayment subscriptionsSubscriptions.

    for
    • a
  • user.

    • View and edit associated vehicles: -Add, edit, or remove vehicles. This allows administrators to add, edit and remove vehicles associated to a user. Thisarea is also whereused administratorsto wouldtoggle add/remove DNTT (Do Not Ticket or Tow) informationstatus tofor a vehicle.

    View outstanding Violations
    any unpaid or active citations.

  • View active Permits

    		•
    summary
    of the user's current parking permissions.

    User Profile Tabs


    YouUse will notice manythe tabs located across the top of the screen. These are usedprofile to manage allspecific aspects of the User Profile. From this page you can:account:

      • fromthistab.

      Manage Lockers: Purchase or manage locker assignments for thatthe Useruser.

      - You
    • can

      Purchase purchasePermits: lockers for a particular user on this tab.

      • PurchaseIssue parking permitspermits, for that user. This includesincluding temporary permits and access cards. You canmay also sellSell proratedProrated permitsPermits here.

    • Manage Payments: - The Payments tab allows administrators to process userProcess payments for one or all payment types due (items, including lockers, parking permits, temporaryand permits, access card, violations).violations. This pagetab also shows anydisplays financial adjustments that have been made to a userthe account.

      We
      • will
    • look in depth on adjustments and payments in module 8.

      • View User History: - view/editReview all transactionstransactions, andincluding adjustmentsreservations, (locker reservations/rentals, permit reservations/payments, violations/payments,appeals, appeals/payments,DNTT DNTT recordsrecords, and email records) on a user's account. logs. You can also view the complete History ofaccess a user which is acomplete system log of user transactions. If youyour haveorganization uses the IncidentAdmin modulemodule, you willmay also beview ableor to view/edit any incident history associatedhere.

      with a user.

    Merging Users and Vehicles

    TheIf you encounter duplicate profiles or data errors, use the merge tools to consolidate information:

    • Merge Users: option is used to combineCombine two profiles for the same personperson. intoThis oneis often necessary if a user profile.created You may require this function if:

      • Person createda profile in errorerror, underwent a name change, or if a manual admin-created profile duplicates a user-created one.

      • Person gets married and changes their name.
      • Person Profile does not match Admin created profile.

      The Merge Vehicles: optionCombine two vehicle records. This is usedparticularly to combine two vehicles into one. It can also be useduseful when a Vehiclevehicle haswith outstandingexisting violations andis added to a Useruser hasaccount, addedas theit vehicle (with violations) to their account. This will associate the vehicle to the User and bring along allassociates the violation history directly with that user.

    Communication and Custom Forms

    Bulk Email

    To target communications to specific user groups, use the User.More...

    Using Bulk Emailmenu to Communicate with Users

    If you would like to target youraccess email tofiltering a specific group, there are many options available in the More... menu.options. You can also export the 'Consented Report' to allow you to seeidentify all users thatwho have givenopted youinto consentemail to contact them by email.communications.

    Using the

    Forms Module

    If youyour haveorganization has purchased the Forms modulemodule, you can usecreate itcustom forms for user requests, such as parking exceptions or move-in/move-out coordination.

    Regularly review your Consented Report to allowensure usersyour tobulk communicateemail communications comply with theyour organizationorganization's aboutmessaging specialpolicies requests.and Somelocal examplesprivacy ofregulations.

    forms
    used

    Best byPractices organizationsand include:

    Considerations

    • UniversityData moveIntegrity: in/moveAlways outuse the Merge tools when you identify duplicate user or vehicle records. Maintaining a single, accurate profile for each user ensures that history, violations, and permit data remain correctly linked.

    • SpecialVerification: ParkingWhen Requestsmanually adding a user, verify the User Type carefully, as this determines the parking rules and permissions that will apply to that individual.

    Administrators have the ability to create custom forms to request the information they need.

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