Using the Portal: Company Administrator

Highlights of Your New Trafera Portal

Table of Contents



Google Login

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

Google Login option for the Trafera Portals



My Account

If you came here from our old portals, you are in for a nice upgrade of features and information available to you. Once logged in, your Account should look similar to this.

Portal Home Page

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



Account Management

A Company Administrator has control over the overall account settings and permissions for your organization. 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 will want to establish Roles and Permissions before adding any 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 use as is or 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 full access to activities related to sales and quotes, and view-only access to the company profile and credit information. You can edit or delete this.
  • 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, chooses Roles and Permissions.
  3. Completes any of the following tasks.

Create a Role

  1. Clicks Add New Role.
    Add New Role
  2. Enters a descriptive Role Name.
  3. Under Role Permissions, does one of the following:
    1. Selects the checkbox of each resource or activity that users assigned the role have permission to access.
    2. Selects 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 of the available permissions.

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



Manage Company User Accounts

Company users are assigned by the company administrator and are visible after clicking on Company Users in the left navigation. These individuals are typically techs with varying levels of permission 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.
  • 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, chooses Company Users.
    Company Users
  3. Clicks Add New User and do the following:
    1. Enters the Job Title of the new user, choose the appropriate User Role if the roles and permissions are defined, complete the remaining fields as needed, and "Save."

[note]: To save time during their first order, the company administrator can remind each company user to add the default company billing and shipping address to their address book.

Edit Company Users

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

Orders Dashboard



Repairs Dashboard

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

Repairs Dashboard



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 on "Show Search Options" to search your Fleet using several different fields to find what you are looking for.

Fleet Information



My Repairs

The My Repairs section 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. New in our portal, we show you detailed information regarding your repair and its status.

My Repairs



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.

Paid Repair Authorization



Resources

The Resource Library is similar to the old portal as well. We have 2 FAQs for you, 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 going through this document, please visit our Contact Us page to connect with the appropriate person.

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

Categories: Portals