Create a C.A.T operator

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NOTE: You may not have access to the User’s feature or to all the functionality described in this paragraph.

A C.A.T operator is a user that can use the C.A.T Manager mobile app with a compatible gC.A.T4.

For more information about how to use the C.AT Manager mobile app refer to the C.A.T Manager Online Mobile section

In general C.A.T operators are organised as Field Operators but small companies may prefer to set any user to be an operator.

Creating a user is subject to the following, role based rules:

 

Company users can be easily created, organised and managed by authorised users by navigating to the Overview screen:

Account Management ► Users ► Overview

 

To create a C.A.T field operator:

  1. Press the Create user button to access the Create user form


  1. Fill the form. All fields marked with a red * are mandatory
    NOTE Mandatory fields vary with the User role.

  2. If required you can expand the Address field
  3. Indicate if the user you are creating is a contractor
    NOTE: This feature is not currently active.

  4. If required set an Expiry date for this account. The account will be automatically de-activated on the chosen date at 00:00
    The account may be re-activated but a new expiry date will have to be provided
    NOTE: This feature is not currently active.
  5. Select Field Operator as User role

  6. Select a Supervisor
    NOTE: you can also allow other user types to become a C.A.T operator, but only Field Operators can be associated to Supervisors.

  7. Area and Depot are mandatory fields if the user role is a field operator (only available to Professional and Enterprise accounts). Default is the only choice available if areas and depot have not been defined



  8. Enter or modify the Username (this will be set automatically to match the e-mail address if present)
    Username rules:

    - Must only contain letters (a-z A-Z), numbers (0-9), dashes (-), apostrophes ('), underscores (_), e-mail (@) and periods (.)

    - Cannot contain more than one period (.) in a row

    - Cannot start or finish with a period (.)

    - Must be less than 50 characters

  9. Indicate if you want the system to automatically generate and e-mail a temporary password for the user (Send by e-mail - this requires a valid e-mail address) or if you want to enter one manually (Create now)

    Password rules:

    Must be at least 8 characters in length.

    Must contain any 2 characters from all of the following categories:

    • English uppercase characters (A - Z).
    • English lowercase characters (a - z).
    • Base 10 digits (0 - 9).
    • Non alphanumeric characters (for example, !, $, #,%)
  10. Press Create

    NOTE: The user will be prompted to change the password at the first use of his login details.




  11. Press the User privilege button for the user you just created



  12. Enable the CA.T Manager mobile app privilege

  13. Press Save
    NOTE: Any user can be allowed to become a C.A.T operator by setting the C.A.T Manager mobile app privilege.

WARNING: For Pro and Advanced subscriptions, any C.A.T operator, regardless of his role, will count towards the maximum number of C.A.T operators allowed by the subscription limit.

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