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Table of Contents

In Phase 1 you setup your:

  • Roles and Permissions
  • Administrator Accounts
  • Landing Pages for Administrators 

Now we will move on to other customizations that will allow you to unlock the power of OperationsCommander.

User Setup

You must consider which user types may be useful for you to set up and what the rules appropriate to those users may be. For example, you may want to allow Staff  to park in different lots than Visitors. User Types will lay the groundwork for you to do this.  Once you have decided what types you will be using, you can use this wiki article to set them up.  

You will also need to decide what information you will require when a new user creates a profile on your system. Refer to this wiki article for setup information.  

You will also need to set up the Vehicle description information and your locations.

System Settings Customization

For more information about System Settings and what each one means, refer to this wiki article.

Setting up the Look and Feel of the User Portal

Template Design

OPS-COM offers powerful flexibility to allow your team to customize the look and feel of your User Portal system. This is done by designing the site template. You will require your graphics and any messaging you would like to see on the pages. Please refer to this wiki article for more information on Template Design.

Uploading Images for Use in Templates

To place images in the different templates, you must upload them to the File Manager. Please refer to this wiki article for more information.

Email Template Setup

Email Templates that are created for communications with your clients are stored in this area in OPS-COM. Currently, you can edit the look and feel. In the future, you will be able to set up your own email templates. For more information about editing Email Templates, refer to this wiki article.

System Messaging

System messages allow information to be shared across multiple pages through the use of short code tokens and they also deliver the content to your clients that is important to you. Please refer to this wiki article for more information about setting up system messaging.

The User Portal is the site you will send your clients to. From there they will create an account, manage their vehicles and purchase temporary and standard permits. Your staff can customize the look and feel of this portal by editing the standard templates that come with OPS-COM. Please refer to the System Messaging Checklist for very detailed information. 

Priority Message Editing when Launching a New OPS-COM Site

There are several messages and elements that should be a priority when setting up a system initially. Here is a list of what should be reviewed and updated.

System Messages/Pages:
Login
Permits
User Registration

System Messages/Messages:
Admin Dashboard
The Vehicle Disclaimer
The Permit Disclaimer

Email Headers and Footers:
Header
Footer

Email Templates:
Lost Password
User Receipt

ParkAdmin Setup

A powerful aspect of OPS-COM is the ability to set up Virtual Parking lots and segregate them into Lot Groups and Zones. You will also have to give consideration to the types of permits and the rules for each permit type that you would like to use. For example, you may want to allow for permits that are sold daily or monthly.  

Review the information in this section of the wiki


Final Preparations Before Go Live

Now that the system is set up and you are familiar with OPS-COM, it is important to do a final review of the User Portal to ensure you are happy with the way it is presented to your customers. You can create a test user on the system and login to have a look around and see what the user experience it like. Make sure you are happy with all messaging that is presented to your clients.

Checklist before going live:

  •  If you will be accepting payments, are your payment types set up correctly by user type? Are the payment types that are accepted on the User Portal set up correctly?
  •  Are your Lots and Sales Windows set up?
  •  Is all your User Portal system messaging set up?
  •  Do you have your client emails setup correctly?


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