Using the Portal: Company Administrator

Highlights of Your New Trafera Portal

Table of Contents

• Google Login
• My Account Page
• Account Management
• Company Roles and Permissions
• Manage Roles and Permissions
• Manage Company User Accounts
• Orders dashboard
• Repairs Dashboard
• Fleet Information
• My Repairs Page
• Online Approvals For Paid Repairs
• Resources
• Do You Have Any Questions?

Google Login

When you come to our login page, you can use your Google account to log in if you would like.

We've made a significant visual upgrade:
Portal pages have been redesigned with a new layout that minimizes visual clutter and allows better visibility of core content. Tables such as My Repairs will now expand to use the entire screen area, and the Advanced Search filters will now appear in the sidebar so you can easily browse the results while you search.

My Account

This 'My Account' landing page you visit when you log in has recently been updated with a new look and additional information. This page will provide updates regarding announcements, changes, and new portal features. Once logged in, your Account should look similar to this.

Our new portals allow your Portal Administrator to set roles for all users with various levels of permissions.
[note]: Depending on your access level, sections of this user guide may not be visible in your Account.

Account Management

A Company Administrator controls your organization's overall account settings and permissions. They can also manage user access, roles, and permissions within Trafera.com.

User Management

An administrator can manage user accounts and permissions for users within your organization. They can create new user accounts, assign roles and permissions, and control access to specific stores or sections within your portal. Navigate to the Company Users section in the admin panel to handle user-related tasks.

[note]: You must establish Roles and Permissions before adding Users.

Company Roles and Permissions

Roles for company users are set up with various levels of permission to access sales information and resources. By default, the Company Administrator is a super user with full permissions. The Access Denied page appears if the user does not have permission to access the page.

The system has one predefined Default User role, which you can modify to suit your needs. You can create as many roles as necessary to match your company structure and organizational responsibilities, such as the following:

• Default User — The default user has access to the permissions that are automatically set. You will want to check the permissions before using this role. You can edit or delete this role.
• Submit Repair Claims Only — Provide the user with access to Repairs. Allow the user to view repairs, view the repairs dashboard, view the fleet, submit repair claims, and view the address book.
• Submit Repair Claims & Parts — Provide the user with access to Repairs. Allow the user to view repairs, view the repairs dashboard, view the fleet, submit repair claims, and view the address book. View and submit parts requests.
• Company Admin — Access to the company profile, company user management, address book, & company credit.

Manage Roles and Permissions

1. The company administrator signs in to their store account.
2. In the left panel, choose Roles and Permissions.
3. Completes any of the following tasks.

Create a Role

1. Clicks Add New Role.
   
2. Enters a descriptive Role Name.
3. Under Role Permissions, does one of the following:
   1. Select the checkbox of each resource or activity that users assigned the role have permission to access.
   2. Select the All checkbox and clear the checkbox of each resource or activity that users assigned to the role do not have permission to access.
4. Clicks Save Role.
5. Creates as many roles as necessary by repeating these steps.

[note]: You can also Modify a role, Duplicate a role, and Delete a role.

Role Permissions

• When you click “Add New Role,” you will see all the available permissions.

[note]: After defining the needed roles, the company administrator can assign a role to each user after Users are added to the Portal.

Manage Company User Accounts

The company administrator assigns users after clicking Company Users in the left navigation. These individuals are typically techs with varying permission levels to access repair services and resources.

The company administrator first sets up the company structure and then completes the following tasks, as needed:

• Create company users and assign users to teams, if necessary.
• Define roles and permissions and assign users to roles.

Add Company Users

1. From the storefront, the company administrator signs in to their account.
2. In the left panel, choose Company Users.
   
3. Clicks Add New User and do the following:
   1. Enter the Name, Email, and optional Job Title of the new user, choose the appropriate User Role if the roles and permissions are defined, and "Save."
      
      

Edit Company Users

1. From the storefront, the company administrator signs in to their account.
2. In the left panel, choose Company Users.
3. Finds the user record to be updated and clicks Edit.
4. Makes the needed changes.
5. When complete, click Save.

Orders dashboard

The orders dashboard gives you an overview of Recent Invoices, Recent Managed Orders, and Recent Online Orders (coming soon). From this Dashboard, you can quickly see Payment Options, Account information, and the ability to manage your addresses.

Repairs Dashboard

The repairs dashboard gives you an overview of your Fleet Insights, Repairs Insights, Units not yet received, Repairs arriving soon, Parts arriving soon, and some Quick links to additional information.

Fleet Information

The My Fleet section gives you an overview of your Fleet along with Serial Number, Asset ID, MAC Address (if available), Manufacturer, Model, Warranty, Warranty Expiration Date, Support Tickets (if submitted), PO # of Order, and Order Date. You can click "Advanced Search" to search your Fleet using several fields to find what you are looking for.

My Repairs

The My Repairs page shows you the devices we are repairing or are on their way to us for repair. It shows you the Service ID, Serial Number, Asset ID (if available), Location, Status, Submitted On date, and Master Tracking number. If you click on a Service ID, we show you detailed information regarding your repair and its status at the bottom of the page.

New to the 'My Repairs' page: For repair claims we have not yet received, you can now view and print shipping labels, request additional labels, modify shipping label names, and schedule a UPS pickup from the My Repairs page (see the example below).

Online Approvals For Paid Repairs

If you have a paid repair, simply click on the button “Approve/Decline Repairs,” from within the My Repairs detailed information window. We provide you with the ability to approve paid repairs within your portal. You can select Decline or Approve for each item and Submit.

Resources

The Resource Library provides you with some additional information. We have 2 FAQs for you: How to use the portal as a User and How to use the portal as a Company Admin. We also have information on Mobile Device Care, OEM Warranty Checkers in case you need access to that, documents on the Repair Submission Processes, and links to many Repair Videos should you need to reference those.

Do You Have Any Questions?

If you still have questions or need additional support after reviewing this document, please get in touch with the appropriate person on our Contact Us page.

We can answer any questions you may have regarding the portals.

Thanks - The Trafera Team

For More Information: Trafera Sales Team | Toll Free: 1.855.862.5120 | Email: portals@trafera.com