There are a number of items on the New Client Orientation and Rollout tasks checklist that you should read through before proceeding. Please review sections 1 - 3.
It is important that you setup your final configurations on your production system. The preview system is for testing and the information created here is temporary.
Roles and Permissions
OPS-COM allows System Owners and Administrators the ability to setup roles that will restrict access to information and features in OPS-COM. Roles are a group of permissions that are bundled and assigned to a set of users. For example, you may wish to create a role for Patrol Officer. You will set the permissions for this role and assign users the role of Patrol Officer when you would like to grant them permissions that match that job. Users can be assigned multiple roles.
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Creating Administrator Accounts
When the system is setup for the first time there will only be one Administrator. The OPS-COM team will have set it up and provided the login details to you. To manage your Admin Accounts you must refer to this wiki article.
Setting Up UserTypes
Your Account Executive will help you determine what user types may be useful for you to setup and what the rules appropriate to those users may be. For example, you may want to allow Full-Time Students to park in different lots than Part-Time students. 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.
Setting up the Admin Options
Many of the Admin Options control your picklists for different options. Refer to this Wiki article for more information.
Setting up ViolationAdmin Options
If you have purchased ViolationAdmin then you will need to setup your Ticket Types. Ticket Types are used to distinguish what type of Violation/ticket is being issued. Refer to this wiki article for more information. You will also need to setup your Offence Types. Fine amounts are set and the discount for each offence is administered here. Refer to this wiki article for more information.
System Settings Customization
For more information about System Settings and what each one means, refer to this wiki article.
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 setup your own email templates. For more information about editing Email Templates, refer to this wiki article.
Invoicing Template Setup
OPS-COM will allow you to prepare/send invoices for permit purchases. The Invoicing feature is used to simplify the monthly billing/invoicing process for bulk payment of permit purchases. For more information about setting up your Invoice Template refer to this wiki article.
Setting up the Communication/Landing Page for Admins
When initially logging onto OperationsCommander as an administrator, the first landing page you are presented with has a message window that can be edited to suit your specific needs. General information can be placed here. Many ops-com users place schedule information on this landing page as well. For more information refer to this wiki article.