Operators represent the people you give access to your assets. Before an operator can unlock assets or complete inspections, you must first create an operator profile.
Depending on your setup, operators can:
be assigned access keys to unlock assets,
complete required asset inspections,
or both.
Before you begin:
For Access Management: Make sure your Raw device and keypad are installed, activated, and verified before creating operators and assigning access keys.
For Inspections: You can create operators without setting up a keypad.
You need to have an Admin or Fleet Admin role to be able to use Access Management in Trackunit Manager. Read more about user roles here
What are you setting up your operators for?
Operators who need to unlock assets
Follow this order:
Create an operator.
Operators who only perform inspections
Follow this order:
Create an operator.
No access key is required unless the operator also needs to unlock assets.
Creating an operator
To create a single operator:
Sign in to Trackunit Manager
Go to the Access Management app on the left side menu
Click Create new operator in the upper right corner
Fill out details about the operator in the Create operator window (Name is mandatory)
Select the Access type
💡 Tip: If you want to notify the operator, fill in the operator phone number (including country code) and click the Send SMS invitation checkbox at the bottom of the Create operator window.
Click the Create new operator button.
💡 Tip: Your operator is now created, and you will be asked if you'd like to assign keys to the operator right away or later. Click "Assign keys now" to create a key and assign it to the operator you just created. Alternatively, you can click "Assign keys later".
Click "Assign keys later" if you do not intend on using access keys for your operator.
Creating multiple operators (bulk upload):
Sign in to Trackunit Manager
Go to the Access Management app on the left side menu
Click Upload operators
Drop a CSV or EXCEL file in the drop zone (you can download data format templates using the Download CSV Template or Download Excel Template buttons)
Select the operators you want to import in the left hand column or select all by clicking the top box
Click Import selected (your can send SMS invites to all the imported operators, if you click tSend SMS invitation to selected operators after creation)
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.