PDS Users Training Guide
Users Main Menu
The users main menu is comprised of 4 sections including customers, employees, carriers, and user summary. The users menu is used to create and maintain all users that access the portal
Customers
Customer User List
The customer user list is used to create customer users who will need to access the portal
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| UUID | ID | User |
| Username | Phone | |
| Customer | Account(s) | Last Login |
| Last Activity | Last Email | Registered |
| Sent | Verified | Role |
| Status | User Created | Date Created |
| User Updated | Date Updated |
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User Registration
User registration is used to create new users manually in the system. Users can be created automatically to save time; options will be discussed during the implementation period.
Customer Registration
User registration is used to create and maintain users in the system. All user options will be discussed in the training session
Customer Master List
The customer master list displays the customer you are searching for in the search criteria. The gear icon can be used to select different search results
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| ID | Code | Name |
| Custom Name | DBA | Site |
| Address 1 | Address 2 | Address 3 |
| Address 4 | Address 5 | City |
| State | Zip Code | Phone |
| Fax | Type | |
| Brand | Region | Manager |
| Sales Person | Carrier (Fuels) | Carrier (Lubes) |
| Carrier (Propane) | Carrier (DEF) | Last Order |
| Credit Status | User Count | Active |
Edit Customer Master
The edit customer master is used to create and maintain customer information and settings
Customer Locations
The customer locations are used to create and maintain customer locations
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| Account ID | Account code | Account name |
| Location ID | Location code | Location name |
| Site code | Address line 1 | Address line 2 |
| Address line 3 | Address line 4 | Address line 5 |
| City | State | Zip code |
| Phone | Fax | |
| Type | Brand | Region |
| Manger | Sales Person | Carrier (Fuels) |
| Carrier (Lubes) | Carrier (Propane) | Carrier (DEF) |
| Order | PO | Last order |
| Credit status | Primary | Active |
Edit Customer Location
The edit customer location is used to create and maintain customer information and settings
Customer Sites
The customer sites are used to create and maintain customer sites
Tabs
Sites
Tanks
Products
Tags
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| Site ID | Site code | Site name |
| Tank ID | Tank no | Tank name |
| Tank name (ATG) | Product ID | Product name |
| Open alarms | Telepoint | Tank capacity |
| Safe ullage | Tank Diameter | Expiration |
| Sales entry | Manifolded | Mainfold tank |
| Blended | Blend Prod 1 | Blend %1 |
| Blend Prod 2 | Blend %2 | Sequence |
| Created | Updated | Active |
Customer Price Setup
The customer price set up is used to create maintain customer pricing
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| Customer code | Customer name | Location code |
| Location name | Supplier code | Supplier name |
| Terminal code | Terminal name | Terminal city |
| Terminal state | Terminal zip | Terminal metro |
| Contract code | Contract name | Product code |
| Product name | Sales person | Supervisor |
| Type | Brand | Region |
| Cost | Order | Price |
| Date last cost | Date created | Date updated |
Price Authorizations
Customer Groups
Customer groups are used to create groups for customers for announcements and emails. Groups can be defined by type, brands, regions, or managers.
Tabs
Types
Brands
Regions
Managers
Sales Persons
The sales person list is used to search and find current sales personnel that can be added to specific customers
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| Code | Name | Title |
| Office | Mobile | |
| Supervisor | Role | Active |
Sales Persons Edit
The sales person edit screen is used to create and maintain sales personnel to be added to customerss
Employees
Employee User List
The employee user list is used to search and find employee users who will need to access the portal, maintain, and support the portal
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| UUID | ID | Name |
| Username | Phone | |
| Role | Last login | Last activity |
| Last email | Registered | Sent |
| Verified | Status | User created |
| Date created |
|
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Employee Maintenance User Details
The employee user list is used to create and maintain employee users who will need to access the portal, maintain, and support the portal
Tabs
User
Permissions
Devices
Sessions
Options
Account verified
Active
Additional Options
Password
Send password reset
Change password
Registration
Resend registration email
Resend verification email
Employee Maintenance Permissions
The employee user permissions are used to create and update employee permissions to the portal
None: No access is permitted
View: Can view screens
Manage: Full admin access to view, and manage records
Employee Registration
Employee registration is used to create new users for the portal
Name
Enter first and last name for the user
Username
This field is for PDS use only
Enter the email address for the employee
Phone
Enter the phone number for the employee
Role
Check the radio button for standard or admin based on employee
Options
Send registration email
Carriers
Carrier User List
The carrier user list is used to search and find carrier users who will need to access the portal
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| UUID | ID | Name |
| Username | Carrier | |
| Last login | Last activity | Last email |
| Registered | Sent | Verified |
| Status | User created | Date created |
| User updated | Date updated |
|
Carrier Maintenance User Details
Carrier maintenance is used to create and maintain carrier information
Tabs
User
Carriers
Devices
Sessions
Additional Options
Password
Send password reset
Change password
Registration
Resend registration email
Resend verification email
User Summary
The user summary is used to display information about portal users
Gear Icon
Select the fields that you wish to display in the search results
Results Drop Down
The results drop down displays the number of rows or all to return in your search
Field Options
| Name | User name | User email |
| Accounts | Email count | Email last activity |
| Overall sessions | Overall last activity | Web sessions |
| Web last activity | IOS sessions | IOS last activity |
| Android sessions | Android last activity |
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